At Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Augusta, ME area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC • Aug 16, 2026
Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Atlantic Wealth Planning Group - Ameriprise Financial Services, LLC
What types of financial services does Atlantic Wealth Planning Group offer?
They specialize in wealth preservation strategies, investment management, and retirement planning strategies.
Where is Atlantic Wealth Planning Group located?
Their office is located at 150 Capitol St, Ste 1, Augusta, ME 04330, US.
How can I contact Atlantic Wealth Planning Group for financial planning services?
You can reach them by phone at +1 207-213-6007 or email at AtlanticWealth@ampf.com.
Does Atlantic Wealth Planning Group offer online appointments?
Yes, they offer online appointments as well as onsite services.
Is Atlantic Wealth Planning Group affiliated with any larger financial organization?
Yes, they are a private wealth advisory practice of Ameriprise Financial Services, LLC.
What languages are supported at Atlantic Wealth Planning Group?
They provide services in English.
Where can I find more information about the credentials and background of the financial advisors at Atlantic Wealth Planning Group?
More information is available at FINRA's BrokerCheck website (http://brokercheck.finra.org/).
Are there any convenient places nearby Atlantic Wealth Planning Group for customers to visit?
Yes, nearby locations include the Children's Discovery Museum for family activities and CVS Pharmacy for any pharmacy or retail needs before or after your appointment.
If I'm visiting Atlantic Wealth Planning Group, can I find any legal or financial support services nearby?
Yes, nearby you will find Gibson LeClair LLC (accountant and financial services) and Maine Trial Lawyers Association for legal services.
What transportation or convenience services are near Atlantic Wealth Planning Group that might help me get there or run errands?
Nearby places like Maine Better Transportation Association can assist with transit options, and convenience stores like Circle K and Irving Oil are also close for quick stops.
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