We act independently from banks and other financial service providers. The only courses of action we will pursue are ones that are well-suited to the individual goals of the custormer.
PERSONAL CLIENT SERVICE AND SUPPORT
Individualized service and support of our customers are of paramount importance at our firm. We offer custom-tailored financial solutions designed to meet your financial goals.
*Advanced Trader Investment Advisors, LLC./ATIA Wealth Management Group If and when ATIA refers a client to a custodian broker/dealer or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the b/d or Third Party Money Manager is registered or on file, and a Member of FINRA, and SIPC.