Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our Investment Professionals has extensive personal and professional experience:


Charles J. LaRocco Jr. – Since 1987                                                                               
C.R.C. (Certified Retirement Counselor)                                           Series 6, 7 and 65                                                                    Licensed Insurance Agent for Life, Accident & Health                       and Variable Life/Variable Annuities

Timothy M. Pease – Since 1987
Series 7, 63 and 24
Studying for C.F.P                                                                      Licensed Insurance Agent for Life, Accident & Health                       and Variable Life/Variable Annuities

Terence P. Coholan – Since 1979
C.F.P. (Certified Financial Planner)
Series 6, 7 and 63                                                                    Licensed Insurance Agent for Life, Accident & Health                       and Variable Life/Variable Annuities

Carla Brackman Comstock

Series 6, 63

 


 

All our representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.