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 Rochester, NH 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 services does Atlantic Wealth Planning Group offer?
Atlantic Wealth Planning Group provides wealth preservation strategies, investment management, and retirement planning strategies.
Where is Atlantic Wealth Planning Group located?
Atlantic Wealth Planning Group is located at 24 Wakefield St, Rochester, NH 03867, US.
How can I contact Atlantic Wealth Planning Group?
You can contact them by phone at +1 603-330-0056 or by email at AtlanticWealthPlanningGroup@ampf.com.
Does Atlantic Wealth Planning Group offer online appointments?
Yes, they offer online appointments as well as onsite services.
What languages does Atlantic Wealth Planning Group support?
They provide services in English.
Where can I find more information about Atlantic Wealth Planning Group online?
More information is available on their website at https://www.ameripriseadvisors.com/team/atlantic-wealth-planning-group/contact and their LinkedIn page.
Is Atlantic Wealth Planning Group a black-owned business?
No, Atlantic Wealth Planning Group is not a black-owned business.
How can I schedule a consultation with Atlantic Wealth Planning Group?
You can schedule a consultation through their online contact page at https://www.ameripriseadvisors.com/team/atlantic-wealth-planning-group/contact.
What financial services are available near Atlantic Wealth Planning Group?
Nearby financial services include Ameriprise Financial Services, Inc., Tammy Lavertue - Financial Advisor, and Steven T. Holly - Financial Advisor.
What community services and government offices are close to Atlantic Wealth Planning Group?
Nearby community and government offices include Rochester City Hall, City of Rochester Office of Economic & Community Development, and Rochester Police Chief's office, which might be convenient if you have official business near your financial appointments.
Are there any dining options near Atlantic Wealth Planning Group for clients?
Yes, clients can visit Slim's Tex Mex Saloon, Lilac City Grille, or The Laughing Duck for dining before or after their financial consultation.
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