Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.


We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CO, CT, FL, MA, MD, ME, NC, NH, NJ, PA, RI, UT
California Insurance Licensing: #0H02467, State of Domicile: MA


We have individuals registered to offer securities in the following jurisdictions: CA, CO, CT, FL, HI, MA, ME, NC, NH, NJ, NM, OH, RI, SC, TN, UT, VA