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: CA, CT, FL, HI, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, VA, WI
California Insurance Licensing: #0D38611

Charles V. Rousseau, CLU®, ChFC, CRPC®, CFP® , California Insurance Lic. #0D38611


We have individuals registered to offer securities in the following jurisdictions: AL, CO, CT, FL, GA, HI, KY, MA, MD, ME, NH, NJ, NM, NY, RI, SC, VA, WI