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Benefit from the Experience of a Financial Advisor
Fidelity encourages investors to take a long-term view when they invest with
us. By looking down the road, many people realize that they don't have the
experience, time, training or patience to make informed investment decisions
alone. That's where the value of a financial advisor can really make a
difference. A qualified financial advisor:
takes the time to understand your goals and investment needs
has the experience to help you develop financial strategies to match
your specific situation
can help you determine the best way for you to allocate your assets
can offer additional assistance during volatile market periods
will discuss specific investments or investment strategies to help
meet your goals
has experience in financial services, securities licenses and
has access to specialized research on various types of securities
spends time tracking potential investments that may be appropriate
for your financial strategies
no such thing as a free lunch for investors
Atlantic Financial offers a variety of wealth management and investment
services to investors.
Full service advice - as little or as much as you need. Detailed
objective recommendations and opinions on request.
Live representatives who know you by name
Complete line of over 18,000 mutual funds including virtually all
Large CD and bond inventory.
Money management consulting service
Full range of insurance and estate planning services.
Full range of pension plans allowing funds, stocks and bonds.
Strategic Asset Program - loaded funds at no-load for an annual fee.
Mutual Fund Reports.
Free financial planning.
Portfolio analysis of your current holdings - free.
Secure internet access to your account and deposits through the
telephone or via the web site through electronic checking.
Have life insurance?
It may make sense to get a
review of your current policies.