Licensing

With combined education in financial services and knowledge of the ever-changing insurance industry landscape we can help to provide you with solutions for your unique situation.

We are licensed to sell insurance products in the following jurisdictions:

•  Arizona, Colorado, Massachusetts, Rhode Island

We are licensed to sell securities in the following jurisdictions:

•  Arizona, California, Colorado, Florida, Maine, Massachusetts, New Hampshire, New Jersey, North Carolina, Rhode Island, Texas, Virginia

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.