About Atlantic Financial

Who We Are

Atlantic Financial was founded in 1994. We are based outside of Boston, MA. Our clients include corporations, institutional investors and individuals throughout America and the world. Atlantic Financial strives to provide efficient and cost effective service.

We help individual and corporate investors with financial planning, mutual funds, 401k plans, IRAs, rollovers, stocks, bonds, CDs, portfolios and more. We offer free advice, quotes and financial research.

Open an Account with Atlantic Financial

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 assists the plan in compliance with legal issues such as the investment aspects of the ERISA laws. Atlantic Financial’s clients can access money management firms and mutual fund companies which include nearly all of the nation's top firms.

Our Wealth of Resources

Our broker dealer, Cantella & Co. (founded 1952), serves as provider of our back office support. Through our broker dealer, Cantella & Co., Atlantic Financial client assets, including 401k assets, can be held by a major clearing firm and be backed by their insurance coverage.

We feel that the excellent resources, technology and stability of our partners provide our clients with the best of both worlds: the stability and peace of mind they receive from working with an industry leader, and the personalized services they expect from a smaller firm.

Services We Offer

• Corporate 401k Plans

• Wealth Management and Managed Accounts

• Financial Planning

• Asset Management Performance Service Engagement Programs

• Equities Trading and Management

• Money Management Firm Selection and Monitoring 

Our Investing Affiliates

Atlantic Financial clients are able to invest with several mutual fund companies, money management firms and trust companies, giving you an extremely large selection of investment options.

Included in our list of mutual fund offerings are some of the following companies:

Contact Atlantic Financial

For more information or to have us answer any questions you may have, please call 1-800-559-2900, , or use this form to contact us:

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.