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Atlantic Financial Svc

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1515 Indian River Blvd A245 (at Located on the 1st Floor with the 1st United Bank, Suite 102, in the Citrus Financial Center on the corner of 17th Street and Indian River Blvd.)
Vero Beach, FL 32960

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(772) 778-1893
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Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Atlantic Financial Svc - Vero Beach, FL
Reviews
( 6 )
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Best

My husband used to handle our finances but now that I live alone it's my job. I know I can trust Al and he has taken good care of me.

Worst

All reviews seem positive

thanks AL 4/14/2014

My husband used to handle our finances but now that I live alone it's my job. I know I can trust Al and he has taken good care of me. more
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Editorial review from Citysearch 4/13/2014

Atlantic Financial is a good company that I can trust. Al is honest, and he does a great job with his business. more
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quality service 1/9/2014

Al is always friendly, efficient, and I know I can rely on him to provide quality service. more
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Editorial review from Citysearch 1/9/2014

I appreciate that Al calls me all of the time and keeps me up to date with info! more
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honest service 6/24/2013

I've never felt taken advantage of financially of that they're just in it for the money. more
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Editorial review from Citysearch 4/15/2013

Al is well known in the area and proves to continuously provide us with the highest quality of personalized services. more
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Atlantic Financial 2/4/2013

They make you feel so comfortable. I almost feel like I'm working with friends when I talk to them, the service is always very good. more
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Editorial review from Citysearch 2/3/2013

Al has provided me with excellent service for almost 10 years. The staff are very nice, and I'm always happy with how efficient and quick they are. more
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Al 1/17/2013

Al has really helped me overcome my financial challenges. He's professional, and always provides great suggestions. more
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Editorial review from Citysearch 1/16/2013

I've been a client for a very long time, and not once have I ever felt like I'm just a number. They take their time to get to know you and your needs. more
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Editorial review from Citysearch 11/14/2012

They are very courteous and knowledgeable, and take the time to help me understand everything. more
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Atlantic 10/29/2012

Excellent and reliable service. I have recommended Atlantic to several people since I have been a client of theirs. more
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Editorial review from Citysearch 10/25/2012

I'm not very educated when it comes to finances and everyone here is always so helpful and really takes the time to explain everything in a way that I can understand. more
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Editorial review from Citysearch 8/24/2012

Al is really wonderful. He's been over to our house to help us. I trust his decisions and know that he is doing all that he can for my family and our financial needs. more
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Specializing in Wealth Preservation

Owner Message

  • 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. 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.

Additional information
  • Hours: Mon-Fri 8:00am-4:00pm ; Sat & Sunday Closed
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