Atlantic Investments A Registered Investment Advisor, Inc

Clint Urso is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. with 15 years of industry experience. He holds the Series 65 designation and has been with Atlantic Investments since 2010. Outside of his advisory role, he is the owner and insurance agent of Atlantic Financial Services, Inc., where he is involved in insurance sales and services. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but offers retirement planning, tax reviews, estate planning modules, and acts as a liaison to external managers while conducting periodic account reviews.

Kevin Sacre is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc. He holds a Series 65 designation and has 10 years of industry experience. Prior to and alongside his advisory role, he has operated Sacre Images since 2010. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage assets directly but focuses on documenting client goals, delivering financial plans, and performing periodic account reviews.