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201 Jones Road, Suite 620
Waltham, MA 02451

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Office: 781-894-7000
APG@AtlanticPlanning.com

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Chris Battersby,  CFP®, CLU®, ChFC®, CAP®, MSFS, RICP®

Co-Founder and Partner
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chris@atlanticplanning.com

Michael Broderick,  CFP®, CLU®, ChFC®, CAP®, RICP®

Co-Founder and Partner
Connect on LinkedIn
mike@atlanticplanning.com

Jason C. Vanderstreet

Partner
Connect on LinkedIn
jason@atlanticplanning.com

Duke Martin,  CLU®, CFP®

Financial Advisor
duke@atlanticplanning.com

Chris Eppich,  CLTC®

Financial Advisor
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ceppich@atlanticplanning.com

Joanna Antonopoulos,  CLU®, CFP®

Financial Advisor
Connect on LinkedIn
joanna@atlanticplanning.com

Patrick Battersby

Financial Advisor
patrick@atlanticplanning.com

Rory McNabb

Financial Advisor
rory@atlanticplanning.com

Nathan McKearney

New Client Onboarding Specialist
nathan@atlanticplanning.com

Gina Paone Cueva

Customer Relations Specialist
gina@atlanticplanning.com

Michael Stathopoulos

New Business Representative
michael@atlanticplanning.com

Brandy Pereira

Licenses Service Assistant
brandy@atlanticplanning.com

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201 Jones Road, Suite 620
Waltham, MA 02451

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781-894-7000
APG@AtlanticPlanning.com

Disclosure

Chris Battersby is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0H35472), CT, DC, FL, IL, IN, MA, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, and WV. No insurance business may be conducted outside the states referenced.

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.

Chris Battersby is a Registered Representative of and offers 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, 201 Jones Rd Ste 620, Waltham, MA, 02451, 781-894-7000. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Chris Battersby is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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.​

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

Click here
  • 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

Copyright . New York Life Insurance Company. All Rights Reserved.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf