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.

Brian Grodin | CA Insurance Licensing #0B90467 | Domiciled in NY
Lisa Grodin | CA Insurance Licensing #0D06187 | Domiciled in NY

INSURANCE

We have individuals licensed to sell insurance products in the following jurisdictions: AR,AZ,CA,CO,CT,DC,DE,FL,GA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,NC,NH,NJ,NV,NY,OH,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI,WY

SECURITIES

We have individuals registered to offer securities in the following jurisdictions: CA, CO, CT, FL, IL, MD, MI, NC, NJ, NY, OH, PA, UT