Licensed to Sell in...

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.

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Our offices are licensed to sell insurance products in the following jurisdictions:

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AZ, FL, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, SD, VA, VT

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Timothy Monty: California Insurance License: 4035251 (State of Domicile - VT)

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We also have agents licensed to sell securities in the following jurisdictions:

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AZ, CA, CT, FL, GA, IL,MA, ME, MO,NC, NJ, NH, NV, NY, PA, VA, SC, SD, VT

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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.