- Life InsuranceAnnie Mulroy is a Licensed Life Insurance agent with Main Street Wealth Management. She specializes in Personal and Small Business Life, Disability and Long Term Care Insurance solutions and works closely with both divorce and estate attorneys to ensure that their clients' needs are met. She is also the assistant to Managing Partner Robert Scott handling all aspects of client service.
- Health InsuranceProfessional Designations/ Licenses: Robert holds a Series 7, 66, and 24 securities registrations through LPL Financial and Life and Health insurance licenses. Robert is an Accredited Investment Fiduciary® (AIF®) and a Chartered Retirement Planning Counselor℠ (CRPC®). Robert earned an MBA in Finance from Fordham University and B.S. in Business Management and Political Science from Moravian College.
- Disability InsuranceA graduate of Bucknell University with a degree in Finance, Tom is an Investment Advisor Representative with LPL Financial, Member FINRA/SIPC, and a Licensed Life, Health and Disability Insurance Consultant. LPL’s independent platform allows advisors freedom from proprietary products meaning that the client’s best interests always come first.
- Long Term Care
Services
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