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As your trusted partner, we deliver extensive succession and retirement solutions tailored to business owners. Your journey begins with a complimentary consultation to understand your vision. Our protection-first approach and unbiased guidance help navigate both financial and emotional aspects of business solutions with transparent communication to keep your strategy aligned with evolving goals.

Our Expertise Spans:

  • Strategic 401(k) and ROTH Plan Solutions

  • Customized SEP/SIMPLE IRA Implementation

  • Buy/Sell Agreement Funding

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  • Exit Planning & Business Continuation

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100 Northfield Drive Suite 200
Windsor, CT

Call: (860) 581-8242

Email: info@atlanticfinancialservicesllc.com

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Disclosure

Eric Barlow 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 #0I88964), CO, CT, FL, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, RI, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Eric Barlow is licensed and authorized to offer insurance in California, but Atlantic Financial Services, LLC may not be. For additional information on California licensure status, please click here.

Eric Barlow 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, 10 Whisper Cove Rd, Old Saybrook, CT, 06475, 860-581-8242. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, IL, MA, NC, NH, NY, RI, TN, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Atlantic Financial Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Atlantic Financial Services, LLC 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
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