Jaime Kobin - Financial Advisor

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Jaime Kobin - Financial Advisor I provide a broad portfolio of individual life, disability income and long-term care insurance prote

I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

I am licensed to sell insurance in NY, NJ, CT, FL and MA and securities in NY and NJ. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 420 Lexington Ave., Suite 2510, New York, NY 10170, (212) 578-0300.

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written p...
10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/3U3eKmJ

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your r...
10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning ...
10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4hPF9MYWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4hPF9MY

Want to talk it through? Let’s connect.

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/4hHksm5

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk abou...
10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.
10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help. Let’s connect.

Address

420 Lexington Avenue , 25th Floor, Suite 2510
New York, NY
10170

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