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 have individuals licensed to sell insurance products in the following jurisdictions: AL, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
California Insurance Licensing: #0F26591

Jeffrey Goldstein, domiciled in GA, California Insurance Lic. #0F26591


We have individuals registered to offer securities in the following jurisdictions: AL, CA, FL, GA, IN, MD, MO, NC, NH, OR, SC, TN, TX, UT