Our Firm

Our firm was founded with the goal of assisting our clients with products and services that help them reach their financial objectives. We work closely with each client to help them achieve their goals.

Neil Rosenblatt has been in the financial services industry since 1976. Neil earned a CLU® (Chartered Life Underwriter) designation from the American College and has been a member of the Million Dollar Round Table (MDRT) for over 41 years. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), a member of the Association of Health Insurance Advisors (AHIA) and a member of the Society of Financial Service Professionals.

Shelly Ferneau works closely with Neil and our clients to give them the personal service that our office prides itself on.  Shelly has over 40 years experience working to help clients with their insurance and financial service needs.

Brea Wallace helps our clients with individual and group insurance.  

Our office offers products and services from over 60 life and health insurance carriers. If you have any questions about any of the products or services that we offer, or wish to schedule an appointment, send us an email or give us a call using the contact information to the left. Thank you again for visiting our web site.