about us

Licenses

Our financial professionals 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 professionals must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Ohio, Oklahoma, Oregon, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Montana, North Carolina, North Dakota, New Jersey, New Mexico, Nevada, New York, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Mark Kostrzewski, domiciled in New York, CA Insurance License #0D93593
Kevin Kluge, domiciled in New York, CA Insurance License #0G36366
F. James Ginnane, domiciled in New York, CA Insurance License #0D85535
Thomas Waring, domiciled in New York, CA Insurance License #0B18154
Thomas Zugger, domiciled in New York, CA Insurance License #0B80544
David Jacobs, domiciled in New York, CA Insurance License #0I34166
Edward Vespa, domiciled in New York, CA Insurance License #0F14179
Andrew Meyer, domiciled in New York, CA Insurance License #0J03768
Timothy Toomey, domiciled in New York, CA Insurance License #0D87016

CRN201809-205307