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.

INSURANCE

We have individuals licensed to sell insurance products in the following jurisdictions: AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WV

George Reilly

CA Insurance Lic. #0G86039

AR Lic. #1563747

Mary Pucciarelli

CA Insurance Lic. #0H77414

SECURITIES

We have individuals registered to offer securities in the following jurisdictions: CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NV, NY, OH, PA, RI, SC, SD, TN, TX, VA, VT, WV