It is our mission to protect our clients, serve our community and build on a tradition of trust, honesty and integrity.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies that are tailored to your needs and goals.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
“As a growing family of restaurants in the highly competitive hospitality industry, we rely heavily on our partnership with Atlas for their expertise and guidance in the insurance and liability areas in which they are the experts. With a dedicated staff to respond to our inquiries, guide us on complex matters facing our business (such as the ACA), Atlas provides a professional suite of services and the personal attention we have come to rely on. Our partnership with Atlas is a valuable component of our operational plan and provides us with the peace of mind that we have the coverage and resources we need, so that we can devote our time to managing our business.”
–Michael Quillen, Gecko’s Hospitality Group
Founder Atlas Financial
Director of Operations & Payroll Services
Director of Employee Benefits
Employee Benefits Advisor
Employee Benefits Account Manager
Employee Benefits Account Manager & Operations Coordinator
Payroll Specialist and Operations Coordinator
*Please fill out the form bellow and one of our representatives will get in touch with you as soon as possible.