Planning America's Path To Financial Freedom"

General Info

Fidelity Atlantic Investments is a registered investment advisor based in the in the southern coastal regions of the United States with a strategic team serving Americans nationwide. Our advisors act in the fiduciary capacity, which means unlike a regular financial adviser or stockbroker, we have a fiduciary duty to act in the best interest of our clients at all times not any company.An investment advisor will show you solutions to help you meet your financial needs and goals based on time horizon and risk tolerance, not what the pick of the day of Wall Street is.Fidelity Atlantic Investments mission is to provide strategic financial planning through our experienced team that may provide you with safety, security, and tax benefits in these uncertain times. Whether you are just starting out, building wealth, preparing to retire, or are already retired, our team is prepared to help you meet your financial needs and goals. Many people that are near retirement or are living in retirement have the constant fear of outliving their money. We work with some of the top money managers and insurance agents in the industry that can show you ways to receive a lifetime income so you can never outlive your retirement savings.Fidelity Atlantic Investments has a culture revolved around solid client relationships and providing strategic team solutions that are suited to each individual's financial needs and goals. Our prudent investment planning derives from our teams ability to focus on individual time horizon, risk tolerance, and suitability. These prudent practices allow our team to help our clients achieve the ultimate goal of "Financial Freedom and a Safe, Secure Retirement!" PhilanthropyFidelity Atlantic Investments has made it a corporate responsibility to expand the firm's efforts in philanthropy. For many years our team has put focus on supporting local charities by donating time, money, and resources. Fidelity Atlantic and our team members are well respected and recognized in their local communities for these efforts.Fidelity Atlantic Investments respects and supports all charities that help others in need. Some of our favorite causes include Make-A-Wish Foundation, Best Buddies International, American Red Cross, and Gradient Gives Back Community Outreach Program.Fidelity Atlantic Investments has a goal to continually give and do all we can to help those who cannot help themselves. Philanthropy is an important part of the culture of Fidelity Atlantic Investments and we welcome any opportunity to get involved in your local community charity as well as charities abroad. Please email our Director of Philanthropy at give@fidelityatlantic.com to learn more about our current contributions or to provide us information on ways we can get involved in your charitable causes.

Hours

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Contact Info

Phone:

Main - 866-997-6234

Address:

2029 Century Park E Ste Floor Los Angeles, CA 90067

Categories

Artists Agents, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service

Payment Options

check

Location

Fidelity Atlantic Investments is a registered investment advisor based in the in the southern coastal regions of the United States with a strategic team serving Americans nationwide.

Neighborhoods

Westside, Century City, West Los Angeles

Amenities

Valet Parking Self Covered Parking Refreshments

Accreditation

Better Business Bureau

National Ethics Bureau

Associations

Better Business Bureau National Ethics Bureau Million Dollar Round Table Los Angeles Chamber of Commerce