Atlas Investment Management & Retirement Solutions
About the Business
Atlas Investment Management & Retirement Solutions is a finance institution located at 10813 South River Front Parkway in South Jordan, Utah, United States. Our mission is to partner with financial advisors to effectively manage their client’s investment portfolios through trust and expertise. We provide top-tier wealth management services, allowing wealth advisors to focus on providing their clients with opportunities to explore their life’s mission. Our client servicing systems prioritize trust, loyalty, and overall satisfaction, ensuring that all of our clients receive unparalleled assistance. With our knowledge, communication, resource, compassion, history, relationships, integrity, and confidence, we demonstrate our commitment to caring for our clients. Our investment platform offers tailored portfolios to meet each client's individual needs, with a focus on proactive tax planning for efficiency. You can rely on our team to be your all-encompassing financial solution dedicated to your success. Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC headquartered in Albany, NY. Investment Advisory services are offered through Ignite Planners LLC. Purshe Kaplan Sterling Investments and Ignite Planners LLC are not affiliated companies. Check the background of our firm on FINRA’s BrokerCheck.
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Location & Phone number
10813 S River Front Pkwy SUITE 100, South Jordan, UT 84095, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Been with these guys since retirement and could not be happier! We feel like family with these folks and they really know what they are doing. Wish I could give more than 5 stars !"
"We’ve had our money with Atlas for a few years now and it’s been great. They answer all our questions and make sure we understand what they are doing and what our needs are. Highly recommend."
"Dave, Jackson, Chase, and the entire Atlas team have helped me and my family for years. They always answer their phone and emails and all my Questions. Totally recommend them."
"We moved our accounts to Atlas Investment and couldn't be happier with the results and our experience. Dave, Cindy and their team of professionals offer personalized attention with clear and transparent communication and a deep understanding of market trends. I feel confident in our investments and highly recommend their expertise and personalized approach."
"We have loved working with Atlas for over 10 years. We love each and every one of Dave and Cindy’s family. Thank you!!"
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