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: CO, MA, ME, NY, RI, TX, VT


We have individuals registered to offer securities in the following jurisdictions: AK, CA, CO, CT, FL, GA, MA, MD, ME, MN, NC, NH, NY, OH, PA, RI, TX, VT