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.

Securities

We are licensed to offer securities in:

Arizona, California, Connecticut, Delaware, Florida, Illinois, Iowa, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island and Virginia.

Insurance

We are licensed to sell insurance in:

California, Colorado, Connecticut, Florida, Illinois, Maine, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Washington.

We cannot communicate with, nor respond to, requests from users who reside in states where we are not licensed to conduct insurance and/or securities business.

Paul Mass
Domiciled in NY; CA Insurance License No.:  0D74664