About Us

Brian Pullaro

Licensed Insurance Representative

Brian Pullaro is a licensed insurance representative with a passion for helping clients understand their options and protect what matters most. He brings strong listening and problem-solving skills to every client interaction and is committed to providing a thoughtful, personalized experience. Brian continues to grow within the industry while helping clients navigate their insurance and financial needs.

He specializes in annuity products, life insurance, Medicare, and Social Security planning, and recently expanded his services to include property and casualty insurance. Outside of work, Brian enjoys hunting and weightlifting.

Featured Videos

Watch our featured videos to get to know John and Brian Pullaro, hear their insights on important financial topics, and learn more about the services we offer!

Get to Know John Pullaro

The Fear of Running Out of Money with John Pullaro

John Pullaro Breaks Down Roth Conversions

John & Brian Pullaro Talk About Medicare

John & Brian Pullaro Talk About Social Security

The Team

No matter where you are in life, our team is here to help you plan for what’s next.

John Pullaro

CEO & Founder

Brian Pullaro

Licensed Insurance Representative

Brenda Moser

Office Manager

Rachel Pullaro

Office Assistant

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How We Help

We believe in doing business the old-fashioned way by taking the time to get to know you, listening to your goals, and providing personalized guidance you can trust. That’s what loyalty means to us: being there for the moments that matter most. Our team works to provide personalized solutions to help you prepare for retirement, protect what matters most, and build lasting financial confidence.

Plan Your Retirement

Retirement Income
401(k) Rollovers
Social Security
Medicare

Protect What Matters

Long-Term Care Insurance
Home & Auto Insurance
Life Insurance

Grow Your Wealth

Alternative Investments
Deferred Indexed Annuities

FINRA BrokerCheck