Qualifications

We have been working with individuals and businesses in; Alabama, Arizona, California, Colorado, Florida, Illinois, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Tennessee, Texas, & Virginia for several years.

We have extensive personal and professional experience.

We hold various professional designations, and qualified representatives are licensed to sell a variety of investments.

We are dedicated to developing lasting relationships with all our clients. We are dedicated to helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you achieve your financial goals.

 


Licenses

Michael currently holds Series 6, 22, 63 and Life & Annuity Insurance licenses.  He is currently licensed in AL, AZ, CA, FL, IL, MA, NH, NJ, NM, NY, PA, TN, TX, VA.