Activate map
Specialties
We want to help wonderful customers like you with managing the risks of everyday life, and being there to help you achieve your goals and financial interests.
History
Established in 1988.
Insurance and financial services business in Maryland since 1988. Started in Annapolis and office opened in Bel Air, Maryland in 2007. We review your risks and exposures, and will always suggest what is proper and in your best interests. We pride ourselves in excellent customer service and are extremely competitive against any carrier. Please call my office and my Team and I will be happy to assist and will welcome you as a client.
Meet the Business Owner
David O.
Business Owner
Penn State University, B.S. in Finance
American College, Masters of Science in Management MSM
Life Underwriter Training Council Fellow LUTCF
Long Term Care Professional — LTCP designation
Member — Nat’l Assoc of Insurance & Financial Advisors
Member — Bel Air Downtown Alliance
Member of St. Ignatius, Married with two children
National Quality Award recipient 2010 and 2011.
Leadership Council Graduate 2006
Securities and Insurance licensed since 1988
Specializing in New Residents to community