Atlantic Planning Group

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General Info

Atlantic Planning Group, LLC is a registered investment advisory firm that is dedicated to providing affluent individuals and families with comprehensive financial solutions.Our team of professionals will work to build long-term relationships by continually adding value and deliberately exceeding expectations.With the APG -Wealth Management Solutions, Atlantic Planning Group is uniquely qualified to outline a comprehensive view of a your financial portfolio, as well as features and functions that can help provide a complete plan for your insurance, education, retirement and estate planning needs.Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.Christopher Battersby, Michael Broderick ( CA Ins. Lic. #OB51202 ), and Jason Vanderstreet are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA, CT, GA, FL, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VT, and VA. No insurance business may be conducted outside these states.Christopher Battersby, Michael Broderick, and Jason Vanderstreet are Registered Representative of and collectively offer securities products & services through NYLIFE Securities LLC, Member A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA and VT. No offers may be made or accepted from any resident outside the specific states referenced.The Atlantic Planning Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Atlantic Planning Group, LLC is a separately registered as an investment adviser offering financial planning services in Massachusetts.Christopher Battersby, Michael Broderick, and Jason Vanderstreet are also separately registered as investment adviser representatives collectively offering certain advisory services under Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA and VT. As such, these services are strictly intended for individuals residing in these states.Neither The Atlantic Planning Group, LLC its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.* This award is from an independent third party and pertains to excellence in customer service and is not indicative of investment performance.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

TollFree: (888) 809-7526

Other Link

http://www.atlanticplanning.com

Categories

Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services

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Details

Phone: (781) 894-7000

Address: 201 Jones Rd Ste 620, Waltham, MA 02451

Website: http://www.atlanticplanning.com