Jaime Kobin - Financial Advisor

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 a

nd 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.

06/16/2026

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

06/16/2026

Ultimately, there’s no one-size-fits-all down payment amount. The right amount for you depends on your risk tolerance, income, financial stability, and long-term goals.

06/15/2026

Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

06/12/2026

A certificate of deposit is a type of savings account that pays a fixed interest rate on your deposit for a set period of time, in return for leaving the money in the account untouched for that time.

06/11/2026

When is it worth opening a Roth IRA or converting a traditional IRA into one?

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/3RRLJJz

06/10/2026
Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Address

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

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