Shaun CFP

Associate Financial Advisor at Atlantic Planning Group - Waltham, MA, US

Shaun CFP's Colleagues at Atlantic Planning Group
Duke Martin

Financial Advisor

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Joanna Antonopoulos

Associate Financial Adviser

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Jason C. Vanderstreet

Junior Partner

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Christopher Battersby

Co-Founder and Managing Partner

Contact Christopher Battersby

Michael Broderick

Co-Founder and Managing Member

Contact Michael Broderick

Robyn Crean

New Business Processor/Underwriter

Contact Robyn Crean

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Shaun CFP's Contact Details
Email (Verified)
***@AtlanticPlanning.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-894-7000
Location
Company
Atlantic Planning Group
Shaun CFP's Company Details
Atlantic Planning Group logo, Atlantic Planning Group contact details

Atlantic Planning Group

Waltham, MA, US • 10 - 19 Employees
Financial Services

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.

Retirement Planning Estate Planning Risk Management Wealth Transfer Strategies Key Person Protection Business Succession Planning Charitable Giving Legacy Planning Asset Protection Supplement to Employee Benefits Buy-sell Agreements Business Insurance Planning Wealth Preservation Planning Multi-generational Planning Protection Planning/ Family Security Life Income Strategies Business Exit Strategies Financial Services Financial Advisory Services
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Frequently Asked Questions about Shaun CFP
Shaun CFP currently works for Atlantic Planning Group, LLC.
Shaun CFP's role at Atlantic Planning Group, LLC is Associate Financial Advisor.
Shaun CFP's email address is ***@AtlanticPlanning.com. To view Shaun CFP's full email address, please signup to ConnectPlex.
Shaun CFP works in the Financial Services industry.
Shaun CFP's colleagues at Atlantic Planning Group are Duke Martin, Joanna Antonopoulos, Jason C. Vanderstreet, Christopher Battersby, Michael Broderick, Robyn Crean and others.
Shaun CFP's phone number is 781-894-7000
See more information about Shaun CFP