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Our Qualifications

As associates of one of the largest financial institutions in the United States, we are well equipped and qualified to assist individuals, as well as businesses, with strategies to achieve results. Our firm consists of Financial Service Representatives, and Financial Planners, who work closely with local CPA and Law firms, to provide comprehensive financial planning to businesses, Advanced Markets, Education Planning, as well as Estate Planning and Long Term Care insurance.

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies.