ATLAS FINANCIAL STRATEGIES, LLC
PACE, FLORIDA

ATLAS FINANCIAL STRATEGIES, LLC is a financial services firm registered in Florida under the incorporation number M14000009087. Established on December 16, 2014, it operates primarily from Pace, FL, with mailing correspondence directed to 3312 Berkshire Dr., Pace, FL 32571. The company specializes in transactional data collection, particularly focusing on product purchases and account statuses, as well as managing health information related inquiries for life insurance or long-term care products, all collected with customer consent. The firm processes personal data in compliance with applicable laws, which may include sharing client information within the New York Life Family of Companies to enhance service offerings. Data can also be shared with third-party providers and affiliated business partners to provide relevant product and service information. Andrew Martin serves as the Manager for ATLAS FINANCIAL STRATEGIES, LLC, concurrently holding roles with both New York Life Insurance Company and NYLIFE Securities LLC, enabling him to license insurance products across FL, AL, TX. The firm’s activities are governed by industry regulations, ensuring financial compliance. For further information or inquiries, individuals may contact the company through its phone numbers: (850) 542-4803; (251) 460-4606; (800) 695-4331, or visit their website at atlasfinancialstrategies.com.