26 Years. One Focus.

CONNECT

Address:

301 Edgewater Place Suite 200
Wakefield, MA 01880

Phone:

781-876-4170

Fax/Other:

781-623-7979

Licensing

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: CT, FL, MA, ME, NC, NH, NY, RI

Securities

We have individuals registered to offer securities in the following jurisdictions: MA

CRN201903-208966

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck