Atlantic Planning Group
Financial Services - Waltham, MA, US
Atlantic Planning Group Employees
Atlantic Planning Group Senior Management
Atlantic Planning Group Details
Atlantic Planning Group has over two decades of experience in wealth management, building custom-made financial plans and solutions with a high level of competency and integrity for our high net worth clients and business owners.Our distinct approach delivers clarity and knowledge allowing clients to make confident financial decisions in today's dynamic landscape. Our process provides a 360° view of where you are today to help assess how to achieve your goals tomorrow.Christopher Battersby, Michael Broderick and Jason Vanderstreet are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, Christopher Battersby, Michael Broderick and Jason Vanderstreet are Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 201 Jones Road, Suite 620 Waltham, MA 02451, (781)-894-7000 . Christopher Battersby, Michael Broderick and Jason Vanderstreet are not licensed in all jurisdictions. Neither Atlantic Planning Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Our firm is not owned or operated by New York Life Insurance Company or its affiliates.
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