Competitive Advantages

PLEASE NOTE: Atlantic Financial is now a Registered Investment Advisor with Atlantic Financial - AF Asset Management Corp. and is not affiliated with any broker dealer or FINRA member firm. TrustArk serves as a consultant to assist law firms who are interested in offering investment services.

Who is Atlantic Financial?

Atlantic Financial Inc. is based in Massachusetts. Atlantic Financial Inc. has been on-line since 1994 and has clients nationwide. Clients of Atlantic Financial include companies and individuals throughout America. We have a strong reputation for providing efficient and cost effective service.

Because we have no management ties to specific money managers or mutual fund companies, we are able to remain completely objective in our recommendations. For corporate retirement plans, we serve as an additional buffer between plan trustees and their mutual fund or money management company. This serves to provide companies with a place to turn regarding problems that may arise, and assists the plan in compliance with legal issues. Atlantic Financial’s money management and mutual fund company associations include nearly all of the nation's top firms.

What Happens When I Open an Account?

When you open a new account you will receive free objective advice and be able to invest in stocks, bonds, CDs and over 12,000 mutual funds within one convenient account. Once you account has been opened you will have secure internet access to your account and deposits through the telephone or via the web site through electronic checking.

Account Security Information

We feel that the excellent resources, technology and stability of our partners provide our clients with the best of both worlds: the stability and peace of mind they receive from working with an industry leader and the personalized services they expect from a smaller firm.