When considering investing your hard-earned money, the first question should be, "Who can I trust?". You should place your trust in an investment professional that has the knowledge to guide you, the resources to help create the right plan and the commitment to stand by you for the long term. Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Services
Atlantic Investment Advisors is a branch office of Investors Capital Corp. headquartered in Lynnfield, MA, a dually- registered independent broker/dealer and Investment Advisory firm of Investors Capital Holdings, Ltd. Investors Capital Corp is a premier independent broker/dealer, serving a network of over 500 quality investment professionals who seek to provide exceptional service and unbiased advice to their clients.
At Atlantic Investment Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Your Cetera Advisors financial professional serves to guide you through the investment maze and help you make informed decisions. You can count on your financial professional to clearly explain the risks and potential rewards of various types of investments and why they may be suitable for your circumstances.
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
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