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Atomi Financial Group
20 Executive Park, Irvine, California, United States
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About the Atomi Financial Group
Atomi Financial Group, located at 20 Executive Park in Irvine, California, is a fee-based wealth adviser offering retirement planning, investment, insurance, and tax reduction solutions. Unlike other financial services firms, Atomi Financial Group follows an endowment-style investment philosophy and provides comprehensive financial planning and insurance solutions tailored to each client's unique needs.
In addition to investment management, Atomi Financial Group offers services such as financial planning, legacy planning, real estate investing, tax-mitigation investments, and a range of insurance solutions. The firm has a team of professionals who collaborate to create holistic financial solutions encompassing estate planning, investment strategies, insurance needs, philanthropic goals, and life planning.
Atomi Financial Group serves a diverse clientele, including individuals, families, closely-held businesses, and non-profits. Each client receives a customized and comprehensive solution designed to address their specific financial situation. For more information about Atomi Financial Group, you can visit FINRA's BrokerCheck and the SEC's IA Public Disclosure Database using the CRD number 171787.
20 Executive Park Ste 120, Irvine, CA 92614, United States
Opening hours of Atomi Financial Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Atomi Financial Group
"Atomi Financial is a great financial advisement firm to work with. I just started setting up my retirement fund and Burton answered all of my questions about investing and gave me a comprehensive understanding. I am now excited to continue investing and creating a larger portfolio than my initial intentions."
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