Here's our story. We look forward to hearing yours.
At Atlas Financial Advisory Group, Inc. , our sole focus is YOU.
Atlas Financial Advisory Group, Inc.’s mission is to help our clients make well-thought-out financial decisions based on uncompromising integrity, trust and personalized service. We work to accomplish this mission by offering comprehensive advisory services to help clients prioritize and attain their life goals. Our primary focus is working with retirees and pre-retirees in Southwest Florida.
Meet Our Team
We are the people. Our team allows us to stand out from other peers. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships. Our team of professionals distinguishes itself with both financial experience and personal service.
When you visit with us and experience Atlas Financial Advisory Group, Inc., you will never settle for anything less.
Our staff members can assist or provide you with services listed here.
Meet Fred Atlas
Fred Atlas is founder and president of Atlas Financial Advisory Group. He is an Investment Adviser Representative and Insurance Professional with over 15 years of experience in the financial industry. He has passed the Series 65 securities exam and holds licenses for life insurance and annuities in all states.
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.
Fred lives in Sarasota, Florida. In his free time, he enjoys golfing, boating, traveling and playing guitar in the Sunshine State.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 941.966.0234 today!