Atlantic Financial Advisors, LLC - Melbourne, Florida

Okay, here’s a detailed description of Atlantic Financial Advisors, LLC, crafted with a formal and approachable tone, incorporating the provided information and aiming for a length of approximately 400 words:

Atlantic Financial Advisors, LLC: A Reliable Financial Partner

For individuals and families seeking expert guidance in managing their finances, Atlantic Financial Advisors, LLC stands as a reputable and dedicated service provider. Located at 3682 N Wickham Rd Suite C, Melbourne, FL 32935, and easily accessible via phone at 17515599, the firm is committed to helping clients achieve their financial goals through personalized financial planning and investment services. Their website, atlanticfinancialadvisors.com, offers a comprehensive overview of their services and philosophy.

Core Services & Expertise

Atlantic Financial Advisors specializes in a wide range of financial planning aspects. They assist clients with creating tailored strategies for retirement planning, investment management, education funding, and wealth preservation. The firm’s approach centers on understanding each client's unique circumstances, risk tolerance, and objectives. They carefully analyze market trends and economic conditions to craft investment portfolios designed to meet specific needs. It’s clear from client feedback that a key strength lies in proactive and insightful advice.

Accessibility & Amenities

Recognizing the importance of inclusivity, Atlantic Financial Advisors has prioritized accessibility for all clients. The office features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they provide a convenient restroom facility. For optimal service, appointments are strongly recommended, allowing for dedicated time and focused attention.

Client Feedback & Reputation

Atlantic Financial Advisors consistently receives high praise for its professionalism, expertise, and client-centric approach. The company boasts 5 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews frequently highlight the dedication of their advisors, particularly Scott Olsen, who is noted for his ability to navigate market volatility and provide clear, educational guidance. The staff is described as exceptionally helpful and supportive, fostering a comfortable and trusting environment. It’s apparent that client satisfaction is a paramount concern.

Key Information for Prospective Clients

• Address: 3682 N Wickham Rd Suite C, Melbourne, FL 32935
• Phone: 17515599
• Website: atlanticfinancialadvisors.com
• Specialties: Financial Planner, Investment Services

👍 Reviews of Atlantic Financial Advisors, LLC

david M.

5/5

Scott Olsen has been my personal financial advisor for a number of years now. He proved his worth in this 1st quarter of 2020, helping me to steer around the downs and ups of a very dynamic stock market. He listens closely, advises often, and in between takes the time to teach why, how, what, and most important - when to invest. Highly recommend his services!

Kelsey B.

5/5

Great staff and very helpful!

tawn L.

5/5

Taylor D.

5/5

Nancy L.

5/5