AQ Wealth University LLC

AQ Wealth University LLC is a consultant in North Charleston, SC. It holds a 5.00 rating based on 8 reviews.

Atlantic Wealth Management Group, LLC, founded by Marilyn F. Allen in 2019, operates as an independent financial planning practice serving individuals and businesses. Allen, who holds a CRPC, C(k)P, and CPFA, began her career in 1991 and spent eight years at Merrill Lynch before launching the firm. The practice offers asset management, insurance planning, financial planning, retirement planning, and estate planning. Services are supported by LPL Financial, a member of FINRA and SIPC, with additional protection through London Insurers.

The firm utilizes a consultative approach to develop personalized short, intermediate, and long-term strategies. Clients gain access to the LPL Financial AccountView system for tracking investments and Right Capital for linking external assets. Allen’s background includes roles at The Scarborough Group and Dean Witter Reynolds, and she has been featured in publications such as the New York Times and U.S. News and World Report.

The business maintains a solid reputation among the customers it has served.

AQ Wealth University LLC provides specialized financial consulting in North Charleston, SC.

BizScoreAI gives AQ Wealth University LLC a Schema and Structure score of 100 out of 100. This excellent rating means the website uses structured data and clear headings so AI assistants and search engines understand exactly what the business is and what it offers. The firm also earns a Technical score of 84 out of 100. This strong result shows the website is technically sound and secure, allowing search engines to read it without errors.

Services:

• Asset Management
• Estate Planning
• Financial Planning
• Insurance Planning
• Retirement Planning