- 21 Commerce Drive Suite 301
- Cranford, NJ 07016
- 908.272.8819
- Fax: 908.272.0704
Mission
Atlas Advisory Group exists to provide the finest wealth management, protection, and creative solutions for our clients, who value a long-term relationship with a team of dedicated professionals.
Vision
Atlas Advisory Group's objective is to be the premier choice for service and financial solutions within the insurance and wealth management industry.
Values
Quality: | We strive to provide the best solution for each client, every time. |
Teamwork: | We leverage our strengths, working in an efficient, profitable manner. |
Integrity: | We set realistic expectations with our clients and ourselves. |
Excellence: | We strive to exceed the expectations of our clients, providing opportunity for mutual success. |
Client Focus: | We put the client first in all we do. |
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Atlas Advisory Group, LLC is independently owned and operated. Atlas Advisory Group, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Atlas Advisory Group, LLC and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MA, MI, MN, MO, NJ, NV, NY, NC, TX, UT, VA, WA and WV.
Variable life and annuity products, as well as other securities products, may be sold in CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MD, MA, MI, MO, MT, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, and VA.
Residents of other states should consult with a local registered representative for securities products.