Atlantic Financial Group, LLC

Q: How can I contact Atlantic Financial Group?

You can contact the office at 631-425-2500 or email gk@atlanticfinancialgrp.com.

Your choice for Financial Services

Financial planner in Huntington, NY (show on map)

5.0

★★★★★

1 reviews

Tailored wealth management focusing on individual client goals and long-term relationships.

Call (631) 425-2500

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About

Founded with a commitment to trust, honesty, and integrity, Atlantic Financial Group provides tailored wealth management services, including comprehensive financial planning, investment strategies, and insurance solutions. With over 25 years of experience, the firm prioritizes building long-term relationships and understanding each client's unique financial situation to guide them through life's transitions and help them pursue their dreams and goals.

Trust

Honesty

Integrity

Tailored Wealth Management

Long-term Relationships

Services

Investments

Offers a range of investment products including bonds, common stock, IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning

Comprehensive financial planning services including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance

Provides disability income insurance, life insurance, and long-term care insurance.

Disability Income Insurance Life Insurance Long-Term-Care Insurance

Credentials & Certifications

Greg Kennedy

Since 1990s

Susan Pearlman

Since 1980s

Reviews

Rating

★★★★★

Reviews

"It’s a comfort to know that my future is just as important to them."

Frequently Asked Questions

What is the mission of Atlantic Financial Group? +

The mission is to understand and address the client's needs, wants, and long-term goals by developing, implementing, and monitoring a strategy tailored to the individual's situation.

What types of investments does Atlantic Financial Group offer? +

Investments include bonds, common stock, IRAs (Traditional, Roth, SEP, Simple), brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

What insurance products are available? +

Insurance products include disability income insurance, life insurance, and long-term care insurance.

How does Atlantic Financial Group approach financial planning? +

Financial planning involves setting goals, analyzing the current financial situation, developing a comprehensive plan, implementing it, and regularly reviewing and adjusting as needed.

What is the process for investment management? +

The investment management process includes assessment, strategy development, implementation, and ongoing monitoring of the portfolio.

How can I contact Atlantic Financial Group? +

You can contact the office at 631-425-2500 or email [email protected].