No. In November 2025, we became Casey Barrett Financial. New York Life remains our trusted partner and continues to serve as our primary back-office support and broker-dealer. All your existing accounts, products, and services remain unchanged. You’ll continue to enjoy the same level of service, support, and access as before.

No. Your existing accounts and financial plans remain exactly as they are. This change is primarily about improving our client experience and presenting our unified brand identity — not altering your relationship or your investments.

Your current account access will remain exactly the same. Whether you use New York Life, eMoney, Wealthscape, or another provider’s client portal, your login credentials and platform will not change. We’ll continue to support these tools as part of your ongoing client experience. You can find many of these links all on one page at www.caseybarrettfinancial.com/client-portals/portals

Yes. Casey Barrett Financial & Insurance Services is an independent company with its own brand and insurance services. We remain fully supported by New York Life as our primary broker-dealer and back-office partner. This allows us to expand our capabilities while maintaining the same strength, reliability, and oversight you’ve come to expect.

Not likely. You may see our new firm name, Casey Barrett Financial & Insurance Services, reflected in future communications, but all existing accounts and policies remain fully backed and supported by New York Life or any other carriers.

Yes. We are expanding our offerings to include:

  • Expanded Insurance Solutions such as Medicare Supplement Plans, Disability Insurance, Long-Term Care Insurance, and multiple Life Insurance Carriers.

  • Advanced Business Solutions for Business Benefits (including 401(k) plans, health insurance, and group benefits), Estate Planning, and Non-Profit Foundation Strategies.

You’ll be able to view a growing list of these services on our Financial & Insurance Services page on our new website athttps://www.caseybarrettfinancial.com/services

In most cases, no. Each advisor will continue to serve their clients as they always have. However, we do have some clients we manage jointly — and those relationships will remain the same. The creation of Casey Barrett Financial & Insurance Services simply formalizes our shared commitment to a unified, holistic approach that combines protection and accumulation strategies to better serve every client.

We’re introducing a more streamlined client experience through expanded planning resources, educational tools, and a new client website. In addition, we are broadening our insurance solutions and adding partnerships with some of the best carriers in the industry. This allows us to continue prioritizing a client-first approach, ensuring you always have access to the strongest products and most competitive solutions available.

You can still reach us directly — our cell phone numbers remain the same, but we now also have new office phone lines and email addresses that you can use going forward. We’re happy to answer any questions or walk you through what’s new. Here is our new contact info:https://www.caseybarrettfinancial.com/contact

No. There’s nothing you need to do. All your accounts and policies remain exactly as they are, with no new paperwork required. Tom and Brian will continue to service your New York Life accounts and any other solutions they helped you set up.

We’ve built our careers on trust, relationships, and service. Launching Casey Barrett Financial & Insurance Services allows us to build on that legacy while offering a more modern, holistic experience for our clients — blending our shared expertise in insurance and investment planning under one unified brand.

Yes! As our firm grows, we plan to share more updates on new team members, expanded services, and community initiatives. We’re building something truly special — and we’re excited to have you be part of it.