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.


Insurance Products

Our offices are licensed to sell insurance products in the following jurisdictions: California, Delaware, Florida, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, West Virginia. Matthew B. Eberly, domiciled in PA, California Insurance Lic. #0101675

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.



We also have agents licensed to sell securities in the following jurisdictions: California, Delaware, Florida, Georgia, Indiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington.