What Clients Say About Our Financial Planning Services USA
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Client Testimonials

American Atlantic Llc Testimonials
" Mark Wagner has continually met our demands and has exceeded our expectations. I would highly recommend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice. "

- Robert B.

Client Testimonials
" We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in satisficing the death claim settlement and making sure that my mom had an income stream for the rest of her life. "

- Mr. Burfield

Client Testimonials for American Atlantic, LLC
" I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients. "

- E.B. Attorney at Law

Conscientious of tax implications Testimonials
" Conscientious of tax implications of moving investments "

- J.R. CPA, CFE

Testimonials
" My mother was concerned that my brother, who was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind. "

- S.B.

Video Testimonials