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: AZ, AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

SECURITIES

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