Licensing

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.

Securities:

We have individuals registered to offer securities in the following jurisdictions: 

AZ, CA, CT, CO, DE, FL, GA, IL, IN, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WI

Insurance:

We have individuals licensed to sell insurance products in the following jurisdictions: 

AZ, CA, CO, CT, DE, FL, GA, KY, MA, MD, MI, MO, NC, NH, ND, NM, NJ, NY, OH, PA, TN, TX, VA

Donald Gretta, domiciled in PA, CA Insurance License #: OE49459
Savas Saymaz, domiciled in PA, CA Insurance License # 4111698
Larry Moyer, domiciled in PA, CA Insurance License # 0D68351