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VerifiedFinancial Services· Founded 2018

Atlantic Financial Services, Llc

At Atlantic Financial Services, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, & right for their communities. In fact, that’s one of the reasons we created this firm. After years of working for someone else, we wanted the opportunity to control our own destiny, & to do what we thought was in the best interest of our clients. You can take comfort in the fact that we are a part of this community, & therefore have a vested interest in seeing our friends & neighbors succeed. We probably have many of the same hopes & aspirations as you, & will be happy to share all the resources & information our firm has to offer. Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle & future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eric is available to meet with individuals, families, & business owners to help fully analyze your needs & recommend appropriate solutions. He is a Agent licensed to sell insurance through NYL Insurance Company & may be licensed with various other independent unaffiliated insurance companies. He is authorized to offer life insurance from New York Life to AARP members. Additionally, he is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. I am not licensed in all jurisdictions. CA #0I88964. Neither AFS nor NYL Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. AFS is not owned or operated by NYL Ins. Company or its affiliates.

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HeadquartersWindsor, United StatesEmployees3(1 to 10)Annual revenue$1M to <$10MFounded year2018Websiteatlanticfinancialservicesllc.comLinkedIn profileLinkedIn

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2 distinct titles indexed · top 2 shown.

  • 1client executive at atlantic financial services, llc
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