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        Specializing in Wealth Preservation

        General Info
        ATLANTIC FINANCIAL SERVICES "Specializing in Wealth Preservation" Al Klager - President/Owner 18 Years Experience and Knowledge National Association of Financial Advisors Member Complimentary Consultations are Always Welcome! 401k & IRA Rollovers Retirement & Income Planning Estate & Tax Strategies Annuities & Life Insurance 1 Year - Short Term Investments Visit us on the web www.AskAtlantic.com Call Toll-Free 1-866-416-5544 Serving Stuart, Port St Lucie, Ft Pierce, Vero Beach, Sebastian 1515 Indian River Blvd, Ste A245, Vero Beach 772-778-5544
        Email
        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

        Coupons & Deals (2)

        Reviews

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        HB
        Hal B.

        01/12/2018

        Overall
        Expertise
        Professionalism

        I 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!

        Helpful(0)Flag
        JC
        Jenna C.

        06/11/2014

        Overall
        Great stuff- very knowledgeabl...

        Great staff- very knowledgeable and informative.

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        DL
        Deanna L.

        05/02/2014

        Overall

        We recommend Al! Been working with him for many years and always happy with the service he provides.

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        LC
        Laurie C.

        01/09/2014

        Overall

        I met Al at a seminar a few years back and have been a client of his ever since!

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        davisk88

        06/24/2013

        Overall

        They're always available if I have any questions, down to earth, and friendly.

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        sarahs34

        01/17/2013

        Overall

        I 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.

        Helpful(0)Flag
        brooks098

        10/25/2012

        Overall
        I have a great relationship wi...

        I have a great relationship with everyone here, excellent and efficient service always.

        Helpful(0)Flag
        b.silvestri

        08/24/2012

        Overall
        Kathy, Michelle and Al are all...

        Kathy, Michelle and Al are all great. They are there when you need them. They are really on the ball.

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        joangr

        09/08/2010

        Overall
        Pleasent Experience

        Recently 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

        Helpful(0)Flag

        Details

        Phone: (772) 778-5544

        Address: 1515 Indian River Blvd Ste A245, Vero Beach, FL 32960

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