ATLAS FINANCIAL ADVISORY GROUP, INC.
SARASOTA, FLORIDA

ATLAS FINANCIAL ADVISORY GROUP, INC. is an independent financial services firm based in Sarasota, Florida, specializing in assisting individuals with crafting retirement strategies tailored to their unique needs and objectives. By utilizing a broad spectrum of investment and insurance products, the company aims to provide comprehensive solutions that align with client goals. The firm emphasizes the inherent risks associated with investing, including potential principal loss. It highlights that no investment strategy can assure profits or safeguard against losses in market downturns. The information on the company's website is not intended as an offer to sell securities or solicit offers to buy any security or insurance product and serves solely for informational purposes. ATLAS FINANCIAL ADVISORY GROUP, INC. distinguishes its references to protection benefits and reliable income streams, stating these are exclusive to fixed insurance products and do not pertain to securities or investment advisory services. Annuity guarantees depend on the issuing company's financial strength and claims-paying capacity. Furthermore, annuities include potential fees, surrender charges, and holding periods varying by provider and are explicitly noted as non-FDIC insured. The information and perspectives offered through the website originate from third-party sources presumed reliable, yet their accuracy or completeness is not guaranteed. They should only supplement other financial decision-making resources and not be regarded as bespoke advice for individual circumstances. ATLAS FINANCIAL ADVISORY GROUP, INC. operates with the Florida Corporate Status of DOMP, filed under number P02000037298. The company was incorporated on April 01, 2002, with its headquarters located at 1705 VAMO DRIVE, SARASOTA, FL, 34231. Contact can be made via phone numbers (941) 966-0234 or (941) 240-2112. Its online presence is established through the website atlasfinancialadvisorygroup.com. Previously known as ATLAS TAX ADVISORY GROUP, INC., it filed a reinstatement event on January 4, 2023, with its most recent annual report submitted on April 16, 2024. The entity's FEI number is 900073583. The company currently lists Fred Atlas in the position of President and Director.