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Business Solutions

Establishing a strong financial foundation for your business is about more than monitoring cash flow and meeting quarterly goals. Many have to consider how to recruit and maintain top employees, protect the company against legal action, and create a succession strategy for the future. At Atlantic Planning Group, we understand the intricacies involved with running a business, and we’re here to offer customized solutions that support your company’s entire financial picture. 

We’ll analyze where your business is now and talk about where you’d like to be in the future, both personally and professionally, so we have a clear picture of all your needs and goals. As a business owner, you rely on the success of your company to ensure your personal finances stay on track, and your personal goals often influence your business. That’s why we help you see the whole picture as we develop customized strategies to help you meet your objectives.

We’ll identify potential gaps and areas of improvement, then help you find the right solutions to support the success of your business and your future. We offer innovative solutions and tools to ensure you have everything you need for each stage of your business’s growth. Some of our services for business owners are outlined below.

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Our Location


201 Jones Road, Suite 620
Waltham, MA 02451

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Get in Touch


781-894-7000
APG@AtlanticPlanning.com

For more information about NYLIFE Securities LLC and its investment professionals.

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  • WHO WE ARE
    • Our Firm
    • Our Team
    • Strategic Alliances
    • Community Involvement
  • WHAT WE DO
    • Business Solutions
    • Personal Solutions
    • Table of Fees
  • NEWS & PRESS
  • CURRENT CLIENTS
    • Wealth Management Login
    • Eagle Strategies
    • New York Life
  • GET IN TOUCH
Disclosure

Chris Battersby, Michael Broderick, Jacob Battersby, Patrick Battersby, Rory McNabb, Joanna Antonopoulos, Christopher Eppich, Jason Vanderstreet, and Leon Martin Jr are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Chris Battersby (CA Insurance License #0H35472).
Michael Broderick (CA Insurance License #0B51202).
Joanna Antonopoulos (CA Insurance License #4284972).
Christopher Eppich (AR Insurance License #16548336).
Jason Vanderstreet (CA Insurance License #4020090).

As a New York Life Agent, Chris Battersby is licensed and authorized to offer insurance in California, but ATLANTIC PLANNING GROUP may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Michael Broderick is licensed and authorized to offer insurance in California, but ATLANTIC PLANNING GROUP may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Joanna Antonopoulos is licensed and authorized to offer insurance in California, but ATLANTIC PLANNING GROUP may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Christopher Eppich is licensed and authorized to offer insurance in Arkansas, but ATLANTIC PLANNING GROUP may not be. For additional information on Arkansas licensure status, please click here.

As a New York Life Agent, Jason Vanderstreet is licensed and authorized to offer insurance in California, but ATLANTIC PLANNING GROUP may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Chris Battersby, 1144 Crystal Dr, Palm Beach Gardens, FL 33418, 781-894-7000.
Michael Broderick, 201 Jones Rd Ste 620, Waltham, MA 02451, 781-894-7000.
Jacob Battersby, 201 Jones Rd 5th Fl, Waltham, MA 02451, 781-894-0024.
Patrick Battersby, 201 Jones Rd 5th Fl, Waltham, MA 02451, 781-398-8690.
Rory McNabb, 201 Jones Rd Ste 620, Waltham, MA 02451, 781-894-7000.
Joanna Antonopoulos, 201 Jones Rd Ste 620, Waltham, MA 02451, 781-894-7000.
Christopher Eppich, 201 Jones Rd Ste 620, Waltham, MA 02451, 781-398-8978.
Jason Vanderstreet, 201 Jones Rd Ste 620, Waltham, MA 02451.
Leon Martin Jr, 201 Jones Rd 5th Fl, Waltham, MA 02451.

Chris Battersby, Michael Broderick, Jacob Battersby, Patrick Battersby, Rory McNabb, Joanna Antonopoulos, Christopher Eppich, Jason Vanderstreet, and Leon Martin Jr are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Michael Broderick is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Atlantic Planning Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Atlantic Planning Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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