Who We Are
Atlas Prime was established with the vision of a financial firm that stands out amongst all others – approaching all our clients with one question in mind:
How would we help this person if they were our own family?
Our Services
Most of our clients prefer us to come meet with them in the comfort of their own home. Some opt to visit us at our office. We also understand that most have busy work schedules and will likely need to meet outside of normal hours. Evening and weekend appointments are almost always available with advance notice.
FINANCIAL SERVICES
• Retirement Planning
• College Planning
• Traditional IRA’s
• Sep IRA’s
• Roth IRA’s
• Annuities
• Alternative Investments
INSURANCE SERVICES
• Term Life
• Whole Life
• Universal Life
• Long Term Care
• Disability
• Supplemental Medicare
OTHER SERVICES
• Pension Plans
• 401(k) / 403(b)
• Estate Planning
• Business Needs Insurances
Contact Us
We’re here for you. Let us assist you with any matter that requires attention. If you’d like to book an appointment, or simply receive more detailed information, please call us or send us a message and we will get back to you shortly.
