Empowering Your Financial Future
At Atlantic Financial Inc., we strive to provide access to markets, investment, and wealth management strategies that reflect the changing face of our global economy. Our clients include institutional investors, family offices, financial advisors, banks, corporations, and high net worth individuals from around the world. We help individuals, families, corporations, and governments invest and protect their assets based on their goals and on the changes in the world economy.
Our Expertise and Objectivity
Because Atlantic Financial has no management ties to specific money managers or mutual fund companies, we are able to remain objective in our recommendations. For corporate retirement plans, Atlantic Financial serves 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. This also can assist the plan with compliance with legal issues such as the investment aspects of the ERISA laws.
Our Services
We offer a wide range of services, including IRA and 401k rollovers, wealth management, money management, economic consulting, and strategic services. Our investment options include bonds, college planning, financial planning, global investing services, international investments, and emerging markets investing. We also provide corporate services, including 401k ERISA, investment management information, and 401k plans.
Our Investment Options
Our clients have access to a wide range of investment options, including mutual funds, stocks, bonds, CDs, limited partnerships, LLCs, and money market accounts. We work with nearly all of the nation's leading firms, including Alger, Alliance, American Century, Berger, Calvert, Capstone, CGM, Colonial, Davis Funds, Delaware Group, Dreyfus, Eaton Vance, Enterprise, Evergreen, Fidelity, Fidelity Advisor, Franklin, Gabelli Westwood, GAM, ING, Ivy, Janus, John Hancock, Kemper, Lord Abbett, Mainstay, MFS, Montgomery, Nationwide, Neuberger and Berman, Nicholas Applegate, Nuveen, Oakmark, One Group, Oppenheimer, Parkstone, Phoenix, Pioneer, Putnam, Scudder, T. Rowe Price, Templeton, Twentieth Century, Van Eck, Van Kampen, Vanguard, Warburg Pincus Funds, and many other mutual funds.
Our Team
Our founder, Bruce Fenton, is a leading economic strategist and advisor with a focus on emerging markets and the changing global economy. He has worked with Gulf government agencies, a major leading US-based private equity and investment firm, one of the world's largest global charities, and several other families and foundations. He has placed over $5 billion in investment capital with money managers and funds during his career.
Disappointing Experience with Loan Approval
Unreliable Loan Approval Process
Reviews highlight that the loan approval process is unreliable and can be unpredictable. In one instance, a customer was initially told they would receive a loan, only to be suddenly rejected without any explanation.
Lack of Transparency
The reason for the loan rejection was not provided, leaving the customer feeling frustrated and confused. This lack of transparency raises concerns about the company's communication and accountability.
Be the first to review Atlantic Financial Service.
Write a Review