Broker Check


Our Financial Services Representatives combine their education in financial services with their 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.

Our office is licensed to sell insurance products in the following jurisdictions:

[California, Florida, Georgia, Massachusetts, Maine, New Hampshire, New York, Ohio, Rhode Island, Vermont]

G. Michael Papaz, domiciled in MA, California Insurance Lic # 0G76754

We also have agents licensed to sell securities in the following jurisdictions:

[California, Colorado, Florida, Maine, Massachusetts, New York, Vermont]

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.