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You’ll Want to Work Here

Our clients come first every step of the way. We pride ourselves on listening to their needs and developing the best possible plan for each individual. We believe it’s not just about their pocketbook; it’s about them as people who trust us to become involved in their lives, generation after generation.

Here, you’ll find an open, fun, light-hearted yet very busy environment where our unofficial motto is “work hard, play hard.” Our 10-hour, four-day work week is designed to allow you the maximum time to build and serve your client base, while enabling you to have a balanced personal life too.


How We Contribute to Your Success

    • 100% paid licenses (Real Estate, Life, Series 7 & 66)
    • Base salary (until 1099 status is in effect)
    • Competitive commission package
    • Bonuses and company-paid getaways based on performance
    • Discounts on personal investments
    • Experienced administrative support staff
    • Licensed Notaries
    • Ongoing training
    • Mentorship program
    • Quarterly Sales Lunch Meeting
    • Company events (holiday parties, birthday celebrations, monthly lunches