Phase One Financial Group

Phase One Financial Group is a brokerage agency that specializes in Annuities, Life, and Health. Phase One Financial Group was born out of the frustration of two producing field agents. David was a registered rep with Morgan Stanley and Brian was selling Life and Long Term Care Insurance. After some very frustrating situations, we decided we needed to prevent other insurance professionals from the same pitfalls we experienced. Here at Phase One Financial Group we have been on both sides, so we fully understand the needs and wants of insurance professionals.