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Find a location

Our offices and teams are strategically located coast-to-coast with key regional hubs to serve our clients nationally in all 50 states. Below is a directory listing that can be filtered by region.

Location
Address
Services
15851 N. Dallas Parkway
Addison, TX, 75001
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
5871 Glenridge Dr. Ste 400
Atlanta, GA, 30328
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Bellingham, WA
Formerly Guided Solutions

866.733.5111
M-F 8:30 AM to 5:00 PM PT
3800 Byron Ave, Ste 148
Bellingham, WA, 98229
  • Medicare
6720b Rockledge Drive
Bethesda, MD, 20817
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
2100 Third Avenue North
Birmingham, AL, 35210
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Boca Raton, FL
Formerly Foundation Insurance of Florida

6413 Congress Ave Ste 250
Boca Raton, FL, 33487
  • Personal Insurance
  • Business Insurance
  • Private Risk
  • Employee Benefits

Boca Raton, FL
Formerly Guided Solutions

551 Northwest 77th Street
Boca Raton, FL, 33487
  • Medicare
One Liberty Square Suite 1120
Boston, MA, 02109
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
1250 NJ-28 Suite 201
Branchburg, NJ, 08876
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Wealth Management
  • Retirement Consulting
215 Main Street
Buzzards Bay, MA, 02532
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits

Charlotte, NC
Personal Insurance National Sales Center

7910 Microsoft Way
Charlotte, NC, 28273
  • Personal Insurance

Charlotte, NC

2820 Selwyn Ave Ste 450
Charlotte, NC, 28209
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Wealth Management
  • Retirement Consulting
246 E 11th st
Chattanooga, TN, 37402
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Wealth Management
  • Retirement Consulting
740 Waukegan Rd, Ste 402
Deerfield, IL, 60015
  • Employee Benefits
  • Business Insurance
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Deland, FL

120 East New York Avenue, Ste B
Deland, FL, 32720
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
704 Main St
Dennis, MA, 02631
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits

Destin, FL
Formerly Affordable Home Insurance

4008 Legendary Dr, Ste 400
Destin, FL, 32541
  • Personal Insurance
  • Business Insurance

Everett, WA
Formerly Guided Solutions

866.733.5111
M-F 8:30 AM to 5:00 PM PT
10410 19th Avenue Southeast
Everett, WA, 98208
  • Medicare
763 Main Street
Falmouth, MA, 02540
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits

Fort Lauderdale, FL

515 East Las Olas Blvd Ste 210
Fort Lauderdale, FL, 33301
  • Employee Benefits
  • Business Insurance
  • Private Risk
  • Retirement Consulting
  • Wealth Management
5216 Summerlin Commons Blvd.
Fort Myers, FL, 33907
  • Employee Benefits
  • Business Insurance
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Fraser, MI
Formerly National Health Plans & Benefits Agency

888.200.1034
M-F 9:00 AM to 5:00 PM ET
17717 Masonic Blvd
Fraser, MI, 48026
  • Individual Health
7676 North Palm Avenue, Suite 106
Fresno, CA, 93711
  • Employee Benefits
  • Business Insurance
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Holmdel, NJ

101 Crawfords Corner RD, Ste 1300
Holmdel, NJ, 07733
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
5151 San Felipe Ste 2400
Houston, TX, 77056
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
20 Independence
Hyannis, MA, 02601
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits
2211 Michelson Dr Ste 1200
Irvine, CA, 92612
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
4233 Pablo Professional Court
Jacksonville, FL, 32224
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
1511 Baltimore
Kansas City, MO, 64108
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

King Of Prussia, PA

150 South Warner Road Ste 420
King of Prussia, PA, 19406
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
63 Smiths Lane
Kingston, MA, 02364
  • Personal Insurance
  • Private Risk
  • Retirement Consulting
  • Wealth Management
  • Business Insurance
  • Employee Benefits
4823 Old Kingston Pike, Ste 300
Knoxville, TN, 37919
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Lady Lake, FL
Formerly The Villages Insurance Partners

973 Del Mar Dr.
Lady Lake, FL, 32159
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
822 Harding St
Lafayette, LA, 70503
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
1115-1129 Bartow Rd.
Lakeland, FL, 33801
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
20 South King Street
Leesburg, VA, 20175
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
4017 112th St,
Lubbock, TX, 79423
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Lynden, WA
Formerly Guided Solutions

866.733.5111
M-F 8:30 AM to 5:00 PM PT
504 Front Street, Ste 101
Lynden, WA, 98264
  • Medicare
64 Fairhaven Rd
Mattapoisett, MA, 02739
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits
Two Greenway, 145 Pinelawn Road STE 220s
Melville, NY, 11747
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
137A Orange Street
Nantucket, MA, 02554
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits
1185 Immokalee Rd. Ste 200
Naples, FL, 34110
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
450 Seventh Avenue Ste 400
New York City, NY, 10123
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Wealth Management
  • Retirement Consulting
28 Liberty Street
New York, NY, 10005
  • Business Insurance

Norcross, GA

3740 DaVinci Court Ste 130
Norcross, GA, 30092
  • Private Risk
  • Business Insurance
  • Employee Benefits
  • Retirement Consulting
  • Wealth Management

Ocala, FL
Formerly Guided Solutions

855.423.2442
M-F 8:30 AM to 5:00 PM ET
1737 SW 17th St
Ocala, FL, 34471
  • Medicare

Ocala, FL
Formerly Guided Solutions

352.260.0151
M-F 9:00 AM to 5:00 PM ET
8399 Southwest 80th Street
Ocala, FL, 34481
  • Medicare

Oklahoma City, OK

914 N. Broadway Ave. Ste 100/140
Oklahoma City, OK, 73102
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Orlando, FL
Formerly Guided Solutions

855.423.2442
M-F 8:30 AM to 5:00 PM ET
2420 South Lakemont Ave Ste 315
Orlando, FL, 32814
  • Medicare

Orlando, FL

2420 South Lakemont Ave Ste 315
Orlando, FL, 32814
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
111 Route 6A
Orleans, MA, 02653
  • Personal Insurance
  • Private Risk
  • Wealth Management
  • Retirement Consulting
  • Business Insurance
  • Employee Benefits

Panama City, FL
Formerly Affordable Home Insurance

2101 Northside Drive
Panama City, FL, 32405
  • Personal Insurance
  • Business Insurance
300 James Way, Suite 240
Pismo Beach, CA, 93449
  • Employee Benefits
  • Business Insurance
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Plymouth, MI
Formerly National Health Plans & Benefits Agency

888.200.1034
M-F 9:00 AM to 5:00 PM ET
340 N Main St Ste 208
Plymouth, MI, 48170
  • Individual Health
2255 Ridge RD
Rockwall, TX, 75087
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
2220 Douglas Blvd, Suite 200
Roseville, CA, 95661
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
4372 N Loop 1604 W Ste 320
San Antonio, TX, 78249
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
120 West Bonita Ave Ste 203
San Dimas, CA, 91773
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management
600 University Street Ste 1200
Seattle, WA, 98101
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Spokane, WA
Formerly Guided Solutions

866.733.5111
M-F 8:30 AM to 5:00 PM PT
2510 N. Pines Ste 201
Spokane, WA, 99206
  • Medicare

Tampa, FL
Formerly Guided Solutions

4211 West Boy Scout Boulevard, Suite 165
Tampa, FL, 33607
  • Personal Insurance

Tampa, FL
Headquarters

866.279.0698
M-F: 8:30AM - 5:00PM ET
4211 West Boy Scout Boulevard
Tampa, FL, 33607
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

The Villages, FL
Formerly The Villages Insurance Partners

3513 Wedgewood Ln
The Villages, FL, 32162
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting

The Villages, FL
Formerly The Villages Insurance Partners

8740 Southeast 165th Mulberry Lane
The Villages, FL, 32162
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting

The Villages, FL
Formerly The Villages Insurance Partners

319 Colony Boulevard
The Villages, FL, 32162
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting

The Villages, FL
Formerly The Villages Insurance Partners

2207 Everglades Lane
The Villages, FL, 32163
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting

The Villages, FL
Formerly The Villages Insurance Partners

1031 Lake Sumter Landing Market Square
The Villages, FL, 32162
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting

Trinity, FL
Formerly Guided Solutions

866.403.3667
M-F 9:00 AM to 5:00 PM ET
3600 Galileo Dr Ste 101
Trinity, FL, 34655
  • Medicare
15901 Redhill Avenue
Tustin, CA, 92780
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management

Vancouver, WA

866.733.5111
M-F 8:30 AM to 5:00 PM PT
1101 SE Tech Center Drive Ste 140
Vancouver, WA, 98683
  • Medicare

Wildwood, FL
Formerly The Villages Insurance Partners

2619 West Torch Lake Drive
Wildwood, FL, 32163
  • Personal Insurance
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting

Wildwood, FL
Formerly Guided Solutions

3990 E SR 44, Ste 205
Wildwood, FL, 34785
  • Medicare
4595 Towne Lake Parkway
Woodstock, GA, 30189
  • Business Insurance
  • Employee Benefits
  • Private Risk
  • Retirement Consulting
  • Wealth Management