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Community Involvement


logo- healthy waltham

The APG Team is proud to support the local community by packing fresh food for Healthy Waltham’s Walk-Up Food Pantry. Healthy Waltham supports hundreds of families in our community with groceries and other household essentials.

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logo- julie fund

Atlantic Planning Group, LLC is a generous supporter of The Julie Fund. The Julie Fund is an organization started by the namesakes’ family and friends after she lost her battle with cancer. Julie actually had the idea to start the fund, claiming, “we must do something to help other people faced with this terrible situation”. Partnered with the Massachusetts General Hospital and Partners Healthcare, the Julie Fund focuses on research, patient and family support and education for the awareness and treatment of women’s cancers.

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logo- special olympics

Jason is a supporter of Special Olympics Vermont. The non-profit organization works to support year-round training and competition for children and adults with intellectual disabilities. They host sporting events, fundraisers and awareness events multiple times annually.

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logo- saint michael's college

Jason supports his alma mater, St. Michael’s College in Colchester, VT. The college promotes their claim to be “the happiest college on earth” due to their “smart, engaged and friendly students and faculty” and they focus on community, service, and exploration of liberal arts and sciences.

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logo- providence college

Mike supports his alma mater, Providence College, a Catholic and Dominican college that strives for its students to excel at solving complex issues and looking at them from multiple viewpoints. Founded in 1917, Providence College is ranked as one of the top master’s level colleges in the north.

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logo- CM

Mike has been on the board of Catholic Memorial for nine years. The young men’s school delivers students who have a “mature commitment to the demands of Catholic Christian witness and a lifelong love of learning.” The school offers a high level of academics and a long list of variable extra curricular activities.

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logo- WRA

Chris supports Western Reserve Academy in Hudson, Ohio. After spending time at this boarding school, Chris learned to be an independent leader, and to hold closely their values of excellence, integrity and passion.

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logo- dana farber

Our team truly enjoys giving time to regularly donate blood and platelets to the Dana-Farber Cancer Institute. Dana-Farber is a world renowned organization for its breakthroughs in cancer research and patient care.

team photo- farber
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Our Location


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

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf