How does the advisor help clients – Key Takeaways:
Atlantic Retirement & Wealth Advisors LLC offers financial expertise to clients, helping them achieve their financial goals and plan for a secure retirement. The firm is committed to providing personalized and comprehensive financial services to its clients.
Facts and Insights:
Atlantic Retirement & Wealth Advisors LLC has been in business for over 10 years, helping clients build and protect their wealth. The firm has a team of experienced advisors who provide valuable insights and guidance to clients based on their needs and circumstances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10+ years |
Financial Services Offered:
Atlantic Retirement & Wealth Advisors LLC provides a wide range of financial services including retirement planning, investment management, tax planning, estate planning, and insurance services. The firm also offers specialized services such as college planning, long-term care planning, and business succession planning.
Client Types:
The firm serves a diverse group of clients including individuals, families, small business owners, and corporations. Their clients are typically looking for personalized and comprehensive financial advice to help them achieve their financial goals and prepare for a secure retirement.
Fees & Compensation:
Atlantic Retirement & Wealth Advisors LLC operates on a fee-only basis, meaning they do not earn commissions or sell products. They are compensated directly by their clients for the services they provide, ensuring that their advice is unbiased and in the best interest of their clients.
Background:
The team at Atlantic Retirement & Wealth Advisors LLC has a combined experience of over 50 years in the financial industry and holds a variety of industry designations and certifications. The firm is committed to staying up-to-date with the latest financial trends and strategies to provide the best possible service to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Atlantic Retirement & Wealth Advisors LLC has a fiduciary duty to act in their clients’ best interest at all times. This means they are legally obligated to provide advice that is in the best interest of their clients, rather than their own financial gain.