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IRA Accounts

Individual Retirement Accounts (IRA)

If you do not have a current retirement plan or are looking to have more options and would like to open a new individual retirement plan (IRA) we would be happy to assist you.

Atlantic Financial's IRA accounts (Roth | SEP | Traditional) have the widest selection of investment
options including stocks, bonds and over 18,000 mutual fund choices.

How to Open a New IRA Account

  1. Call 1-800-559-2900 and one of our representatives will be happy to assist you.

  2. Go to Atlantic Financial's New Accounts page, and use our on-line New Standard Account Application or download an IRA Account Application (PDF), and then follow the instructions for submitting it.

If you would like assistance rolling over an existing retirement plan, opening a new IRA account or have any questions please call Atlantic Financial toll free at 800-559-2900, (please be sure to include your name and phone number in your email) or submit this form to contact Atlantic Financial.

See Also 401k to IRA Rollovers

Quick Retirement Facts

FACT: Financial security doesn’t just happen, it takes planning, commitment, and yes, money.

FACT: Less than half of Americans have put aside money specifically for retirement. You can’t retire with security unless you really prepare for it. That means facing up to reality, and beginning to take action for tomorrow as well as today.

FACT: In 1993, of those who had 401k plans available, one-third didn’t participate. Putting away money for retirement is like giving yourself a raise. It’s money that gives you freedom when you want it and deserve it.

FACT: The average American spends 18 years in retirement. Today, half of Americans guess when determining their retirement needs. Don’t be one of them. Find out more. Save now and beat the retirement clock.

Source: Department of Labor. Visit www.dol.gov/ebsa/publications to read more about retirement planning and options. You can also visit the Social Security Administration website at www.ssa.gov for additional advice.

Contact Atlantic Financial

For more information, please call 1-800-559-2900, email Atlantic Financial, 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.
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Copyright © 1994-2008 Atlantic Financial, Inc.

Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

Copyright © 1994-2008 Atlantic Financial Inc (Privacy Policy)
 
 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. Please request a Mutual Fund Prospectus and read it carefully before investing.