Our Financial Services Representatives combine their education in financial services with their 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.
Our offices are licensed to sell insurance products in the following jurisdictions:
AL, CA, CO, CT, DC, FL, GA, HI, IN, KS, KY, LA, MA, MD, MO, MT, NC, NV, NY OH, PA, SC, SD, TN, TX, UT, VA, WI, WV.
Dean Hardy California Insurance License #412647
John Hubbard California Insurance License #121251
Lang Meem California Insurance License #061506
Tom O’Grady California Insurance License #115350
We also have agents licensed to sell securities in the following jurisdictions:
AL, AZ, CA CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MS, MT, NC, ND, NJ, NV, NY, OH, OK, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV.
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.