Our Financial Services Representatives combine their education in financial services with their 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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
AL, AR, CA, CT, DE, GA, KY, MD, MA, MN, MO, NE, NH, NJ, NY, NM, OK, PA, TN, TX, SC, VT, WA, WV, WY

California Insurance Licensing: Jeff Velastegui, domiciled in New York, CA Insurance License #0K65150

California Insurance Licensing: Matt Wilkow, domiciled in New York, CA Insurance License #4083568

Securities

We have individuals registered to offer securities in the following jurisdictions:

CA, CO, CT, FL, GA, MA, MD, NJ, NY, NC, PA, SC, WA

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.