Our Qualifications

We have been working with individuals and businesses in the area for over 27 years.  Each of our agents has extensive personal and professional experience.  Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are not your typical BIG Corporate company.  We are an independent, family owned company with old-school values.  We don't charge fees to sit and talk with you, we do that because we enjoy it!  We can offer you a variety of products and options that can help you achieve your financial goals.  We are clear on what the fees are associated with any product, so there are no surprises!  You can count on us to do what is BEST for YOU!  Give us a call, you won't be disappointed!