We have a single focus -
always doing what is best for each individual client.
We work closely with our clients to understand their unique objectives and then deliver solutions that address risk management, capital appreciation and performance evaluation.
Since 2002, Atlas Financial Advisory Group, Inc. has been working with friends and neighbors throughout Southwest Florida to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.
With Atlas Financial Advisory Group, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Contact us at firstname.lastname@example.org or call us at 941.966.0234 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Fred is an Investment Adviser Representative and Insurance Professional with over 15 years of experience in the financial industry. Fred chose to become an independent agent after working for several major financial companies. He wanted to be free to provide his clients with the financial tools and services to match their particular needs.