Brandon Bobbick, Registered Representative with Nylife Securities LLC

Brandon Bobbick, Registered Representative with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Atlantic Financial Group LLC
8706 Commerce Drive, Suite #1
Easton, MD 21601
(410) 310-0146


Neither Atlantic Financial Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Atlantic Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/25/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding th...
07/27/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of...
06/24/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

The article highlights how different withdrawal strategies may affect taxes during retirement.
05/28/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
03/04/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million dependi...
02/01/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a ...
12/30/2025

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong...
12/08/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

Address

8706 Commerce Drive Suite #1
Easton, MD
21601

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