Serving Nonprofits in Our Community

CONNECT

Address:

2 Bala Plaza, Ste. 901
Bala Cynwyd, PA 19004

Phone:

610-766-3331

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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: CA, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NJ, NM, NY, PA, SC, TN, TX, UT, VA
California Insurance Licensing: #Zachary Golen, domiciled in PA, California Insurance Lic #OF15545

Zachary Golen, domiciled in PA, California Insurance Lic. #OF15545

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA

CRN201903-208966

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck