Atlantic Financial Services
1515 Indian River Blvd Ste A245, Vero Beach, FL 32960
Coupons (2)
Reviews
01/12/2018
Provided by YP.comI also invested in Woodbridge through Al.
Bad business. Deceitful practice. Should be ashamed! Never invest here! Go elsewhere and save yourself the heartache of waking up to a $0.00 account!
06/26/2014
Provided by YP.comWe work with Al and have been satisfied with the customer service.
06/11/2014
Provided by YP.comGreat staff- very knowledgeable and informative.
05/02/2014
Provided by YP.comWe recommend Al! Been working with him for many years and always happy with the service he provides.
01/09/2014
Provided by YP.comI met Al at a seminar a few years back and have been a client of his ever since!
06/24/2013
Provided by YP.comThey're always available if I have any questions, down to earth, and friendly.
01/17/2013
Provided by YP.comI know they're not in it just for the money, I've never been short changed in any way and they have always provided top notch customer service.
10/25/2012
Provided by YP.comI have a great relationship with everyone here, excellent and efficient service always.
08/24/2012
Provided by YP.comKathy, Michelle and Al are all great. They are there when you need them. They are really on the ball.
09/08/2010
Provided by YP.comRecently I made an appointment to meet with a retirement planner at Atlantic Financial Services for a free financial review . Al Klager, helped me understand what financial products I should be looking at to help protect my family for the future as well as provide a stream of income I can't outlive. He was insightful and information. I didn't know what I didn't know. There are so many options but Al made it seem so simple. I'm so glad I made the appointment and I can rest easy knowing my money is safe and secure and growing at a decent rate of return with no risk of being in the market anymore. I recommend to anyone who hasn't had a recent financial review to set one up. You'll be pleasently surprised.
Joan G
Port St Lucie
More Business Info
Specializing in Wealth Preservation
- Hours
- Regular Hours
Mon - Thu: Fri: - Extra Phones
TollFree: 866-416-5544
- Services/Products
- WEALTH ACCUMULATION A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. WEALTH PRESERVATION Once in retirement, individuals find it even more important to protect what they've spent a lifetime accumulating. INCOME DISTRIBUTION While many individuals spend a lifetime building wealth, little effort is often spent on devising a strategy to wisely utilize one's accumulated assets once in retirement, and may be concerned that they will outlive their savings. WEALTH TRANSFER Wealth transfer can be a vital component of your financial strategy.
- Payment method
- no credit cards
- Location
- Located in the Bridgewater Plaza, just South of the 17th Street Bridge, at 1515 Indian River Blvd, Suite A245, Vero Beach, FL 32960 772-778-5544
- Amenities
- 401k & IRA Rollovers, Retirement & Income Planning, Estate & Tax Strategies, Annuities & Life Insurance, 1 Year - Short Term Investments, Free Reviews
- Associations
- National Association of Insurance and Financial Advisors
- AKA
Al Klager- President
- Categories
- Financial Planners, Annuities & Retirement Insurance Plans, Estate Planning Attorneys, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Financial Services, Insurance, Life Insurance