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.
We are licensed to offer insurance products in the following states:
Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, North Carolina , New Jersey , Nevada, New York , Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington and West Virginia
We are licensed to offer securities products in the following states:
Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, North Carolina, New Jersey , Nevada, New York , Ohio, Pennsylvania, Texas, Virginia, Washington
Ronald Weinberg Domiciled in FL, CA Insurance License Number 0C25881
Christopher Price CFP, ChFC, RICP, C(k)P, CPFA