Privacy Policy

We take the privacy of our visitors and clients very seriously.

Pursuant to our internal privacy policies and procedures, we do not disclose nonpublic, personal information about our customers or former customers except as permitted by law.  The exception embodied in Section 248.14 of Regulation S-P allows us to disclose such information to our clearing firms and other providers of securities products (such as wrap account sponsors and issuers of variable contracts of insurance companies) provided it is necessary to effect, administer or enforce certain transactions related to a customer account.

To the extent you provide us with any nonpublic information to perform services or functions on your behalf, we hereby agree not to disclose or use any such information for any purpose other than to carry out the purposes for which you disclosed the information or as permitted by law.

Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc.  Should you have any questions or concerns regarding this matter, please contact the Compliance Department of Cantella & Co., Inc or use this form to contact Atlantic Financial.

We hope you enjoy your visit to Atlantic Financial.

Thank you.

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.