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

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DBA Logo
  • WHO WE ARE
    • OUR MISSION
    • OUR TEAM
  • WHAT WE DO
    • PERSONAL SOLUTIONS
    • BUSINESS SOLUTIONS
    • PRODUCTS
    • INVESTMENT MANAGEMENT
  • HOW WE DO IT
    • OUR PROCESS
    • STRATEGIC ALLIANCES
  • CLIENT RESOURCES
    • WEALTH MANAGEMENT DASHBOARD
    • HELPFUL LINKS
  • CLIENT LOGIN
    • Wealth Management Dashboard
  • The Eagle Edge Quarterly Newsletter
  • CONTACT US
Disclosure

Eric Baumbach, and David Benson are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
David Benson (CA Insurance License #0F69946).

As a New York Life Agent, David Benson is licensed and authorized to offer insurance in California, but TREEBROOK FINANCIAL GROUP, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer 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:
Eric Baumbach, 520 Broadhollow Rd, Melville, NY 11747, 631-391-3478.
David Benson, 520 Broadhollow Rd, Melville, NY 11747, 631-391-5859.

Eric Baumbach, and David Benson are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

TREEBROOK FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TREEBROOK FINANCIAL GROUP, 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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