Atlantic Financial Group

Atlantic Financial Group

Financial Services, Easton, Maryland, United States, 1-10 Employees

atlanticfinancialgroup.org

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phone no Phone Number: +14*********

Who is ATLANTIC FINANCIAL GROUP

Our Mission Atlantic Financial Group, LLC is a boutique financial services firm with broad alliances and resources committed to understanding our clients to design personalized tax strate...

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  • Easton, Maryland, United States Headquarters: Easton, Maryland, United States
  • 1999 Date Founded: 1999
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

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Atlantic Financial Group Org Chart and Mapping

Employees

Molly Sause

Financial Services Professional, Ma, Cltc®

Teri Handley

Client Services Manager

Molly Sause

Financial Services Professional, Chfc®, Ma, Cltc®

Janet Rice

Client Services Manager

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Frequently Asked Questions Regarding Atlantic Financial Group

Answer: Atlantic Financial Group's headquarters are located at Easton, Maryland, United States

Answer: Atlantic Financial Group's phone number is +14*********

Answer: Atlantic Financial Group's official website is https://atlanticfinancialgroup.org

Answer: Atlantic Financial Group's revenue is $1 Million to $5 Million

Answer: Atlantic Financial Group has 1-10 employees

Answer: Atlantic Financial Group is in Financial Services

Answer: Atlantic Financial Group contact info: Phone number: +14********* Website: https://atlanticfinancialgroup.org

Answer: Our Mission Atlantic Financial Group, LLC is a boutique financial services firm with broad alliances and resources committed to understanding our clients 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 PlanTM Making 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 circumstances, tax laws, and changes in the marketplace. We concentrate on Retirement Income Planning, Qualified Retirement Plans, Estate Planning, Charitable Giving, and Long Term Care. Brett Sause is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with other independent unaffiliated insurance companies. Brett Sause is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 8706 Commerce Drive Suite #1 Easton, MD 21601 (443)249-3311 Brett Sause is not licensed in all jurisdictions. Atlantic Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

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