Maritza is a licensed Registered Investment Adviser, and Insurance Producer for over 15 years. Providing assistance with Life, Health & Retirement Savings Plans in Arizona, California, Florida, Texas, Michigan, New York, Philadelphia, and Virginia. For Arizona residents, Maritza also provides insurance solutions for Auto, Home, and Businesses. Maritza is also the founder and chairperson of Clemente Sports and Arts Foundation that provides financial assistance for sports and arts-related programs for underprivileged boys and girls.
Gerard is a 24 year retired Veteran and former law enforcement, with over 4 years of financial services experience. For your Life insurance solutions, Gerard currently serves individuals and business owners in Arizona, Alabama, Texas, and Washington. Gerard also works with a non-profit foundation that assists homeless Veterans find housing. Get the mental, health, and wellness care they need. As well as career counseling services to allow them to return to the workforce.
For our down-payment assistance program, we offer assistance in all 50 states
We are both are committed to helping families, veterans, military personnel, and business owners save money and invest for their future. We specialize in educating individuals on how money works, creating generational wealth, and offering great solutions aimed at helping our clients achieve their financial and real estate goals. No client is too big, or too small.