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:
[Colorado, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia]

California Insurance Licensing
Todd J. McDonald, domiciled in New York and California, Insurance Lic. #0E94467

We have individuals registered to offer securities in the following jurisdictions:
[California, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Vermont]