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VIP Asset Management Account and Financial Management Account

If you receive more than one monthly statement or a monthly for your various accounts, it may be time to consolidate with a VIP account.

People today have less and less time to get everything done. Life has become more complicated and many people are looking for time saving ideas. Personal money management is one area where you shouldn't cut corners. But it is reasonable to want more convenience, control and flexibility. Now there is a way to streamline your personal money management: the VIP Asset Management Account. The cost: $8.50* monthly.

Note: *Monthly Cost is may be subject to change, please contact Atlantic Financial for more information.

What You Will Receive

  • Check Writing Privileges directly for your VIP money market

  • Consolidated Monthly Statement: including details of open orders, account activity, positions in your account, open GTC orders, trades pending settlement, check writing and debit card activity and margin and account information.

  • A Financial Advisor's assistance in choosing from over 18,000 mutual funds

  • VISA debit card

  • Full service financial planning advice at no charge, upon request

  • Nationwide 24 hour ATM access

  • Direct Deposit and automatic investment options

Opening Your VIP Account

Opening a VIP account is simple and will entitle you to all of the services listed above as well as objective premium advice. To open an account, download a VIP Account form and follow the instructions. If you have any questions or would like to open an account by phone call 800-559-2900.

Contact Atlantic Financial

For more information: please call 1-800-559-2900, , or contact us by using this
short form:

 

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.