Insurance & Financial · 4 pros

Insurance and financial pros you can call by name.

Home, auto, business, life and health coverage, plus a licensed financial advisor. These LeTip of Brick members each hold the only chapter seat for their specialty, so you get one accountable professional per need instead of a call center.

Which pro do I need?

Who to call for what.

A quick guide to what each trade typically handles. Ask the member about your specific job.

Derrick Magee, Property and Casualty Insurance

When to call a home and auto insurance agent

Personal coverage such as home, auto and other property and liability policies.

In LeTip of Brick, this seat belongs to Derrick Magee of Safeguard Agency LLC, based in Wall Township, NJ.

See Derrick’s profile
Stephen Grocki, Commercial Insurance

When to call a business insurance agent

Business coverage for liability, property damage, theft, business interruption and injured employees.

In LeTip of Brick, this seat belongs to Stephen Grocki of Blue Water Agency, based in Millstone Township, NJ.

See Stephen’s profile
Dion Johnson, Life Health and Disability Insurance

When to call a life and health insurance agent

Life, health and disability coverage and related annuity products that protect your income and family.

In LeTip of Brick, this seat belongs to Dion Johnson of Blue Water Agency, based in Jackson, NJ.

See Dion’s profile
Erick Simonds, Financial Advisor

When to call a financial advisor

Investment and retirement planning with a licensed advisor who can handle stocks, bonds and mutual funds.

In LeTip of Brick, this seat belongs to Erick Simonds of Windward Wealth Advisors, based in Brick, NJ.

See Erick’s profile
How referrals work

Three steps to a pro people vouch for.

  1. 01

    Pick the trade

    Browse by category or search for what you need. Each trade has one member, so there is no bidding war and no list of strangers.

  2. 02

    Reach out or ask us

    Call or email the member from their profile, or send a free referral request and we route it to the member who holds that seat.

  3. 03

    Hire with backup

    Every member answers to the chapter every Tuesday. Their reputation in the room rides on how they treat you.

Questions

Good to know.

What is the difference between the insurance categories?

Property and casualty covers personal lines like home and auto. Commercial insurance covers businesses. Life, health and disability covers people and income. Each is a separate seat with its own member.

Can these members work together on my coverage?

Yes. They sit in the same room every Tuesday, so a homeowner or business owner can be referred between them for the right policy.

What licenses does a financial advisor need?

LeTip's category definition requires a Series 65, 66 or 7 license, and a Series 7 to handle stocks, bonds and mutual funds.

How are these pros vetted?

Each member visited the chapter, applied, passed a chapter inspection of their application and business, and was approved by a member vote. They meet every Tuesday and are expected to pass at least four qualified tips a month.

Why our pros
Free referral request

Tell us the job. We will make the introduction.

One short form. The member who holds that category reaches out to you directly. Free for homeowners and businesses.