Susan Pearlman

Certified Financial Planner at Atlantic Financial Group Llc

Susan Pearlman's Professional Contact Details

Email (Verified)

****@atlanticfinancialgroup.org

Get Email Address

(443) 249-3311

Location

Huntington, New York, US

Company

Atlantic Financial Group Llc

Person Seniority

entry

Person Functions

finance

Susan Pearlman's Current Company Details

Atlantic Financial Group Llc

Easton, Maryland, US • 8 Employees

finance

Our Firm AFG is different from other firms. While they spend most of their time looking for new clients, we spend our time taking care of those we have. We only take on a new client to whom we have been introduced. Please don't keep us a secret. Our Mission Atlantic Financial Group, LLC is a boutique financial services firm with expansive alliances and resources, committed to understanding our clients, in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client's best interests at all times. It Starts With A PlanTM Making sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow. And because we know your objectives may change over time, we approach long-Âterm planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented. We concentrate in the areas of Retirement Planning, Estate Planning, Charitable Giving, and Long Term Care. With locations in Easton MD, Annapolis MD, Timonium MD, & Salisbury MD.

Founded Year

1999

Organization Website

atlanticfinancialgroup.org

Organization Languages

English

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