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, CO, NY, OH, TX, WA
California Insurance Licensing: # 0G18506

Antonio P. Accardo, Jr., MBA, California Insurance Lic. #0G185506
Gary A. Veran, MBA, California Insurance Lic. #0K327068


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