| Services: | Consultations, Quotes, Referrals, Advice, Counseling |
| Specialties: | Import, Insurance Law, Retirement, Trusts |
| Certifications: | Insured, Registered |
| Sales Volume: | 500K - 1M |
| Employee Size Range: | 1-4 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |