Atlantic Financial Group, LLC - Huntington, New York

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Atlantic Financial Group, LLC stands as a respected financial services firm dedicated to providing comprehensive and personalized solutions to individuals seeking to secure their financial futures. Located at 58 New St, Huntington, NY 11743, United States, the firm operates with a commitment to building long-term relationships based on trust and expertise. Their readily accessible phone number, 6314252500, and website, atlanticfinancialgrp.com, offer convenient avenues for prospective clients to learn more and schedule consultations. The firm specializes in the multifaceted roles of a Financial Planner, a seasoned Financial Consultant, and a knowledgeable Stock Broker, catering to diverse financial needs and objectives.

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Company Overview and Services

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Atlantic Financial Group distinguishes itself through a client-centric approach, prioritizing understanding each individual's unique circumstances, goals, and aspirations. They don't treat clients as mere numbers; rather, they strive to cultivate a genuine connection, remembering names, goals, and specific wishes. This personalized attention is a cornerstone of their service model. The firm’s services encompass a broad spectrum of financial planning needs, including retirement planning, investment management, estate planning, and tax-efficient strategies. Their stock brokerage services provide access to a wide range of investment opportunities, tailored to risk tolerance and financial objectives. A key strength lies in their ability to integrate these diverse services, creating cohesive and synergistic financial plans.

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Accessibility and Amenities

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Recognizing the importance of inclusivity, Atlantic Financial Group has invested in creating a welcoming and accessible environment for all clients. The office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet and additional restroom facilities are available. Appointments are highly recommended, allowing for dedicated time and focused attention from their team of professionals. This proactive approach to scheduling ensures clients receive the personalized support they deserve. The firm’s commitment extends beyond physical accessibility; it reflects a broader dedication to providing a comfortable and stress-free experience for everyone.

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Client Feedback and Reputation

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Based on available reviews, Atlantic Financial Group consistently receives exceptionally positive feedback. Currently, the company boasts 1 review on Google My Business, all of which average a stellar 5/5. These reviews consistently highlight the firm’s dedication to individual attention, the depth of their financial expertise, and the genuine care they demonstrate for their clients’ well-being. One frequent comment is the comfort clients feel knowing their future is being thoughtfully considered. The emphasis on relationship building is repeatedly referenced, portraying the firm as more than just a transactional service provider – they function as trusted advisors and partners. The high ratings suggest a strong commitment to client satisfaction and a demonstrable ability to deliver on expectations.

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Key Features & Benefits

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• Personalized Financial Planning: Tailored strategies aligned with individual goals.

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• Experienced Professionals: Seasoned financial planners, consultants, and brokers.

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• Comprehensive Services: Retirement, investments, estate, and tax planning.

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• Accessibility: Wheelchair-accessible facilities for ease of use.

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• Client-Focused Approach: Building long-term relationships based on trust.

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Atlantic Financial Group’s commitment to accessibility, combined with their experienced team and personalized service, positions them as a valuable resource for individuals seeking expert financial guidance. They prioritize understanding a client's unique situation and developing a proactive plan to help them achieve their financial aspirations. The firm’s dedication to creating a welcoming environment, coupled with their demonstrated success in client satisfaction, makes them a noteworthy choice for those seeking a reliable and trustworthy financial partner. The consistent positive feedback underscores their commitment to not just managing finances, but to nurturing long-term financial wellness.

",
"summary": "Atlantic Financial Group is a trusted financial services firm offering personalized financial planning, consulting, and brokerage services with a strong commitment to client relationships and accessibility.",
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"Financial Planning",
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👍 Reviews of Atlantic Financial Group, LLC

Cheryl G.

5/5

It’s a comfort to know that my future is just as important to them. They know my name, my goals and my wishes. They are not a faceless company brand. They are so much more