Our Firm
What Are We?
Kyle Atkins Financial Group is an independent financial advising firm which provides us with the flexibility to offer the best options and benefits to meet any of our clients' needs. As an independent firm we are able to work with multiple top investment firms and insurance companies across the country. Our main areas of focus are in financial planning, investments, and insurance. Through these services and more, we work to secure the financial wellbeing of our clients, friends, and family. While no financial advisor can guarantee success based on past performance, we have based our philosophy and plans on fundamental principles designed to nourish you financially and spiritually.
What Makes Us Right For You?
Born and raised in the Upstate of South Carolina, Kyle Atkins has been in the financial services industry since 1983. He holds his Certified Financial Planner TM , Chartered Life Underwriter, and Chartered Financial Consultant designations. Kyle has always pursued growing his knowledge in the financial services industry leading him to become a member of several professional organizations including, a life and qualifying member of the Million Dollar Round Table and Top of the Table, Strategic Coach, the Financial Planners Association, and the Spartanburg Rotary Club.
Serving clients for nearly 40 years, Kyle has built a successful team to ensure you will always receive excellent care and service. At Kyle Atkins Financial Group we are here to help you in whatever way possible. We have been able to assemble personable and passionate individuals that will truly make you feel apart of the Kyle Atkins Financial Group family. You can check out our amazing team by clicking on the "Meet the Team" button below.
Kyle Atkins Financial Group is committed to helping individuals and families build financial security and leave a lasting legacy. Working with us is a step towards achieving the peace of mind you deserve, so you can focus on the things that matter most.
What Should You Do Next?
Receiving guidance on achieving or maintaining financial security is an important step and requires deep trust. We believe trust is earned not given and in order to gain your trust we would love to meet you. If you would like to know more about what it means to join the Kyle Atkins Financial Group family you can schedule a meeting at your convenience. To schedule an initial meeting, you can click on the button below.