Atlantic Asset Advisors - Bonita Springs, Florida

Address: 9220 Bonita Beach Rd SE #108, Bonita Springs, FL 34134.
Phone: 2399084030.
Website: atlanticassetadvisors.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Atlantic Asset Advisors

Atlantic Asset Advisors 9220 Bonita Beach Rd SE #108, Bonita Springs, FL 34134

⏰ Open Hours of Atlantic Asset Advisors

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Atlantic Asset Advisors, located at 9220 Bonita Beach Rd SE #108, Bonita Springs, FL 34134, is a reputable financial planning company that has been serving clients in the area for many years. The company specializes in providing comprehensive financial planning services to individuals and families, helping them achieve their long-term financial goals.

The company can be contacted via phone at 239-908-4030 or through their website at atlanticassetadvisors.com. Atlantic Asset Advisors is committed to providing exceptional service, and their website offers valuable resources and information for those seeking financial advice.

Specializing in financial planning, Atlantic Asset Advisors offers a range of services to help clients navigate their financial journey. These services include investment planning, retirement planning, estate planning, and tax planning, among others. The company's team of experienced professionals works closely with clients to develop personalized strategies tailored to their unique needs and goals.

In addition to their commitment to excellent service, Atlantic Asset Advisors is proud to offer a range of accessibility features for their clients. The company provides a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can access their services with ease. Appointments are recommended to ensure the best possible experience for clients.

As of now, Atlantic Asset Advisors has received 2 reviews on Google My Business, with an average rating of 3/5 stars. This feedback highlights the company's dedication to providing quality service and the importance of personalized attention to each client's needs.

👍 Reviews of Atlantic Asset Advisors

Atlantic Asset Advisors - Bonita Springs, Florida
Rogi K.
1/5

Karl Wolf told me that my fixed index annuity that he sold me is accruing currently at 8% interest when in reality it's only at 1.6% with a .45% fee. He sold me a retirement product when I was nowhere near retirement.
Dishonest, liar, and essentially a thief. Do not trust Karl H Wolf. Beware.

Atlantic Asset Advisors - Bonita Springs, Florida
Victoria J.
5/5

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