Company Overview
- Headquarters
- 8706 Commerce Dr, Easton MD
- Website
- atlanticfinancialgroup.org
- Phone
- (443) 249-3311
- Employees
- 7
- Founded in
- 1999
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Atlantic Financial Group
Atlantic Financial Group is a boutique financial planning firm based in Easton, Maryland. The company employs seven people and generates $2.5 million in annual revenue. AFG Wealth specializes in crafting personalized tax strategies for clients to help them accumulate, preserve, and protect their wealth and income. Their services encompass Qualified Retirement Plans, Financial Planning, Wealth Management, Estate Planning, and Charitable Giving. They offer a range of insurance and financial products tailored to meet diverse needs, including college funding, retirement planning, long-term care cost management, and lifetime income strategies. Atlantic Financial Group leverages alliances and resources to ensure clients receive comprehensive and tailored solutions. The firm emphasizes prioritizing its clients' best interests in all their financial endeavors. In addition to its Financial Advisor offering investment advisory services, Atlantic Financial Group also offers securities products and services through NYLIFE Securities LLC. The firm's Agent is licensed with New York Life Insurance Company. For comprehensive financial planning guidance, contact Atlantic Financial Group at atlanticfinancialgroup.org.
Atlantic Financial Group Industry Tags
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