Atlantic Financial

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Atlantic Financial is based outside of Boston, Massachusetts. Founded in 1994, Clients of Atlantic Financial include corporations, institutional investors and individuals throughout America and the world. We strive to provide efficient and cost effective service.Because we have no management ties to specific money managers or mutual fund companies, we are able to remain objective in our recommendations. For corporate retirement plans, we serve as an additional buffer between plan trustees and their mutual fund or money management company. This serves to provide companies with a place to turn regarding problems that may arise, and assists the plan in compliance with legal issues such as the investment aspects of the ERISA laws. Atlantic Financial’s clients can access money management firm and mutual fund companies which include nearly all of the nation's top firms.Through our broker dealer, Cantella & Co., Atlantic Financial client assets, including 401(k) assets, can be held by a major clearing firm and be backed by their insurance coverage.

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