Atlantic Financial Group, Llc

Description

• Our FirmAFG is different from other firms. While they spend most of their time looking for new clients, we spend our time taking care of those we have. We only take on a new client to whom we have been introduced. Please dont keep us a secret.Our MissionAtlantic Financial Group, LLC is a boutique financial services firm with expansive alliances and resources, committed to understanding our clients, in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our clients best interests at all times.It Starts With A PlanTMMaking sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow.And because we know your objectives may change over time, we approach long-­term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace.We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented.We concentrate in the areas of Retirement Planning, Estate Planning, Charitable Giving, and Long Term Care. With locations in Easton MD, Annapolis MD, Timonium MD, & Salisbury MD.
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  Headquarters:8706 Commerce Drive #1, Easton, Maryland, United States

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  Phone Number: +1 443-249-3311

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  Website: https://www.atlanticfinancialgroup.org

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Atlantic Financial Group, Llc

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• |  NAICS Code: 523930  |

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