It is our mission to protect our clients, serve our community and build on a tradition of trust, honesty and integrity.
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
Meet Our Team
Founder Atlas Financial
Employee Benefits Manager
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