- 21 Commerce Drive Suite 301
- Cranford, NJ 07016
- 908.272.8819
- Fax: 908.272.0704
Our Services
While developing a personalized financial plan, we guide our clients through a step-by-step process designed to help them feel confident in their decisions.
Once goals have been established, our team customizes appropriate strategies to suit our clients’ visions and objectives. A personalized financial plan is executed by utilizing the following products and services:
- Life Insurance/Long Term Care Insurance
- Estate Conservation and Maximization Strategies
- Annuity Products and Wealth Management Solutions
- Retirement Distribution Planning
- Investment Management
- Financial Planning
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.