Broker Check


We are licensed to offer insurance in the following jurisdictions:
California, Florida, Georgia, Michigan, North Carolina, New York, Pennsylvania, Virginia

William J. Chase III, CA License # 0C26483

William J. Chase IV, CA License # 0K44843

We are licensed to offer securities in the following jurisdictions:
Florida, California, New York and Pennsylvania

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.

The truth about money is… Not everyone who has it is necessarily qualified to manage it.