Insurance Planning

Columbus, Nebraska

Insurance-Based

Northwestern Mutual - Columbus is an insurance-based firm in Columbus, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Lakewood, Colorado

Insurance-Based

High Point Financial Group is an independent insurance and financial planning firm with offices in Lakewood and Windsor, Colorado, operated by 11 active partners and supporting staff. The firm specializes in insurance analysis and comprehensive financial planning, working with clients across medical, legal, construction, technology, real estate, and other industries to coordinate strategies addressing insurance, investments, estate, tax, and business objectives. The practice employs a three-step approach: listening to understand client goals, designing customized strategies, and implementing plans with ongoing reviews.

Mesa, Arizona

American Retirement Advisors is an investment advisory firm in Mesa, Arizona. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Huntington, New York

Steven Silber is a CFP and CLTC credential holder based in Huntington, New York, offering financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm operates on a fiduciary basis and has been in practice for over 26 years, working with clients to develop customized financial plans that address retirement, investments, and broader life goals through an initial needs assessment followed by ongoing monitoring and periodic reviews.

Atlanta, Georgia

Paces Ferry Financial Services is an investment advisory firm in Atlanta, Georgia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Blue Bell, Pennsylvania

Amplius Wealth Advisors is a fiduciary wealth management firm based in Blue Bell, Pennsylvania serving corporate executives and high-net-worth families. The firm offers financial planning, insurance analysis, retirement planning, tax strategy, estate planning, and guidance on employee stock awards. Their stated approach integrates multiple financial disciplines to create plans responsive to clients' changing circumstances, including risk management and tax optimization across all life stages.

Los Angeles, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Los Angeles, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Quincy, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Quincy, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 4.5-star rating from 2 Google reviews.

Salem, Oregon

Insurance-Based

Northwestern Mutual is an insurance-based firm in Salem, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Mitchell, South Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mitchell, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Bozeman, Montana

Blue Wolfe Financial is an investment advisory firm in Bozeman, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Watertown, South Dakota

Farm Bureau Financial Services: Dane Stahl is an investment advisory firm in Watertown, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Westerville, Ohio

Independent RIA

Stark Financial Group is an independent registered investment advisor based in Westerville, Ohio, serving high-net-worth families and business owners. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance planning through credentialed advisors (CLU). They provide complimentary initial consultations and employ an educational approach to portfolio construction using multiple service lines.

Delafield, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Delafield, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Raleigh, North Carolina

Independent RIA

Bowers Private Wealth Management is an independent registered investment adviser in Raleigh, North Carolina that provides financial planning, investment management, and insurance analysis to small-business owners and equity-compensated professionals in technology and biotech, particularly those balancing care for aging parents and children. The firm structures its engagement around a defined process beginning with discovery and information gathering, followed by analysis and recommendations, and ongoing progress reviews aligned with clients' stated goals and life changes.

Quincy, Illinois

Benson Financial Group is an independent firm in Quincy, Illinois that has operated for 30 years, offering retirement planning, investment management, estate planning, tax planning, insurance analysis, and financial planning services. The firm emphasizes a relationship-centered approach, beginning with discovery conversations to understand client values and goals before developing strategies. As an independent firm affiliated with LPL Financial, it serves families and individuals seeking comprehensive financial guidance across multiple planning areas.

Macon, Georgia

Point North Financial is an investment advisory firm in Macon, Georgia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Wausau, Wisconsin

Insurance-Based

Northwestern Mutual Wausau is an insurance-based firm in Wausau, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Clemson, South Carolina

Keowee Financial Group, based in Clemson, South Carolina, offers investment advisory services, insurance solutions, and financial planning with a focus on insurance planning and retirement planning strategies. The firm serves clients across various demographics and emphasizes wealth transfer, legacy planning, and estate tax minimization as part of its holistic approach. Led by owner and financial advisor Greg Wales, the firm structures its client relationships around in-depth advisory partnerships and aims to address financial needs across a client's lifetime.

Grand Rapids, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Grand Rapids, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 15 Google reviews.

Atlanta, Georgia

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Atlanta area and surrounding communities. The firm provides estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services, with particular expertise in estate planning, insurance planning, and wealth management strategy. Operating as a fiduciary, the firm is structured to prioritize client interests over its own compensation interests.

Wheat Ridge, Colorado

Independent RIA

Oakway Financial is an independent registered investment advisor and fiduciary firm based in Wheat Ridge, Colorado, serving clients throughout the Front Range. Founder and Financial Advisor Brian Lipsett holds a Series 65 license and insurance credentials, with over 14 years of experience in financial services. The firm provides financial planning, investment management, insurance analysis, and retirement account services including 401(k) rollovers, with particular focus on risk assessment, long-term care planning, and disability and life insurance evaluation. Oakway offers complimentary initial consultations to discuss clients' financial objectives and circumstances.

Poughkeepsie, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Poughkeepsie, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Edison, New Jersey

Insurance-Based

World Financial Group, a Transamerica subsidiary founded in 2001, operates through a network of independent insurance agents across North America offering life insurance, retirement planning, education planning, and wealth-building strategies. The firm specializes in estate planning and insurance analysis, with a focus on helping individuals and families prepare for long-term financial security. WFG represents insurance and financial service providers that maintain A or higher credit ratings and works with clients to develop strategies aligned with their specific circumstances and milestones.

Sioux Falls, South Dakota

Insurance-Based

Sprik Financial Group, founded in 2009 by Darwyn Sprik, offers financial planning and insurance analysis with a focus on insurance-related strategies, business succession planning, and estate planning. The firm operates from Sioux Falls, South Dakota, and employs a consultative approach centered on understanding client goals and priorities before making recommendations. The team includes Becky Schuurmans as Registered Service Assistant and Director of Operations, and Stacey Smidt as Office Assistant.

Paducah, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paducah, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Reno, Nevada

Insurance-Based

Financial Advisor - Ronette Santos, CFP: Northwestern Mutual is an insurance-based firm in Reno, Nevada. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning and Wealth Management. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Westwood, New Jersey

Fee-Only

Modera Wealth Management is a fee-only fiduciary firm based in Westwood, New Jersey, serving clients across Bergen County and surrounding areas. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. As an independently owned wealth manager, Modera emphasizes personalized guidance and disciplined investment oversight for clients managing complex financial situations.

Milwaukee, Wisconsin

Silvercrest Asset Management Group is a Milwaukee-based firm providing asset management and financial advisory services to individuals, families, institutional investors, endowments, and foundations. The firm offers insurance analysis and insurance planning alongside portfolio construction, concentrated stock diversification, business succession planning, estate and tax planning, and outsourced chief investment officer services. It manages small-cap through large-cap value and growth equity strategies, as well as international value portfolios. Silvercrest serves clients with significant financial assets and has operated since its founding as an independent investment advisory firm.

Berryville, Virginia

Middlebrook Wealth, based in Berryville, Virginia with additional offices in Staunton, Harrisonburg, and Charlottesville, offers estate planning, financial planning, insurance analysis, and retirement planning services. The firm emphasizes a team-based approach, beginning with client conversations to understand objectives before developing and implementing strategies. The firm serves a range of clientele including college and professional athletes, and integrates estate and tax planning with broader financial strategy and coordination among clients' professional advisors.

Aurora, Nebraska

Strong Advisory Group is an investment advisory firm in Aurora, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Sacramento, California

Capitol Park Wealth Management and Insurance Solutions is an investment advisory firm in Sacramento, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Munster, Indiana

Matthew Baker Wealth Partners is an investment advisory firm in Munster, Indiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 3 Google reviews.

Madison, Mississippi

Insurance-Based

Northwestern Mutual - Madison is an insurance-based firm in Madison, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.

Prospect, Kentucky

Mercurio Walker Financial Advisors of Louisville, based in Prospect, Kentucky, provides insurance analysis and planning services alongside financial planning. The firm was formerly known as Wealthcare Investments & Insurance and rebranded to reflect its founding principals; co-owner Mark Mercurio has worked in financial services since 2002 and holds licenses in life, health, property, and casualty insurance. The practice emphasizes a personalized planning process designed to align clients' financial decisions with their stated goals and values, with no stated minimum investment requirement to begin.

Lakewood, Colorado

WealthClarity is an investment advisory firm in Lakewood, Colorado. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 30 Google reviews.

Charleston, South Carolina

ArisGarde is an independent wealth management firm based in Charleston, South Carolina, offering estate planning, financial planning, investment management, retirement planning, and insurance analysis. Led by Josh Friedlander, the firm serves individuals and business owners both locally and nationally, with a stated approach centered on proactive planning aligned to clients' personal, professional, and philanthropic objectives.

Marshalltown, Iowa

Laurie Gowdy - Thrivent Financial is an investment advisory firm in Marshalltown, Iowa. Services include Estate Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Boise, Idaho

Gull Wealth Management is a Boise-based firm offering financial planning, investment management, retirement planning, and insurance analysis to local and remote clients. The firm employs a structured planning process that begins with goal-setting, moves through detailed exploration and plan development, and includes ongoing adjustments as circumstances evolve. Their approach emphasizes understanding client priorities, addressing tax efficiency in portfolio construction, and protecting against income disruption through comprehensive analysis.

Celina, Texas

Merchant Wealth Management, based in Celina, Texas, offers financial planning, investment management, and insurance analysis services. The firm works with investors across different experience levels and risk profiles, using a three-step process that begins with financial document review and risk assessment, moves to strategy design aligned with individual circumstances, and continues with ongoing portfolio management through life changes and market conditions.

Jonesboro, Arkansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jonesboro, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Williamsburg, Virginia

Insurance-Based

Northwestern Mutual - Williamsburg is an insurance-based firm in Williamsburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 14 Google reviews.

Champaign, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Champaign, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 4 Google reviews.

Cedar Rapids, Iowa

Freedom Capital Strategies is an investment advisory firm in Cedar Rapids, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Fairfax, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fairfax, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Mandeville, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mandeville, Louisiana. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Willits, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Willits, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Dubuque, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Dubuque, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3.9-star rating from 7 Google reviews.

Washington, District Of Columbia

Green Arrow Financial is an investment advisory firm in Washington, District Of Columbia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Elgin, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Elgin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Annapolis, Maryland

Fee-Only

Modera Wealth Management is an independent, fee-only fiduciary firm based in Annapolis, Maryland, serving clients throughout the greater Chesapeake Bay area. The firm offers financial planning, investment management, retirement planning, tax planning, estate planning, and insurance analysis. Their service model combines detailed financial planning with ongoing investment guidance and personal consultation for clients managing complex wealth or navigating significant life transitions.

Fresno, California

Falcon Financial & Insurance Solutions, Inc. is a financial advisory firm based in Fresno, California, offering insurance analysis and planning services to clients across multiple states. The firm is led by Fred Rich, a CERTIFIED FINANCIAL PLANNER™ with additional credentials including ChFC®, CLU®, and RICP® designations, along with Series 7 and Series 65 licenses; Fred has worked as a financial adviser since 2005, beginning at Morgan Stanley and later New York Life Insurance before co-founding Falcon Financial in 2009. The firm serves pre-retirees, retirees, business owners, and professionals, emphasizing clear goal-setting and straightforward communication to address complex financial matters.

Cleveland, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Cleveland, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Evansville, Indiana

The Hester Group is a financial advisory firm based in Evansville, Indiana, founded in 2012 by Marcus A. Hester, who holds the CFP® designation. The firm provides insurance analysis and planning services to business owners, individuals, and families, with a stated focus on asset protection and long-term financial strategy. Marcus Hester has been recognized as a member of the Million Dollar Round Table in 2018, 2019, and 2020, and the firm emphasizes a relationship-focused approach centered on understanding client goals before recommending solutions.

Sumter, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sumter, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Crestview Hills, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crestview Hills, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Buffalo, New York

InCareLife is a Buffalo-based advisory firm that provides insurance analysis and planning services with an explicit focus on biblically responsible investing. The firm works with clients to align financial decisions with faith-based principles, incorporating both insurance strategy and values-aligned portfolio construction through partnerships with faith-focused investment managers. InCareLife collects detailed financial information from clients to deliver personalized guidance on insurance needs, retirement, education planning, and legacy goals.

Bakersfield, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bakersfield, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 2.6-star rating from 7 Google reviews.

Decatur, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Decatur, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Middletown, Rhode Island

Newport Financial is an investment advisory firm in Middletown, Rhode Island. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Phoenix, Arizona

Gilbert Gallahar, MBA, CFP® - Financial Planner is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Coldwater, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Coldwater, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Staten Island, New York

Cove Financial is a Staten Island-based financial advisory firm offering financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm provides services spanning retirement income planning, estate planning, charitable giving strategies, protection planning, and legacy planning, structured around a five-step process that begins with discovery and assessment, moves through profiling and strategy development, and includes ongoing review and adjustment. The firm emphasizes personalized client relationships and employs risk assessment methodology grounded in Nobel Prize-winning framework principles to align investment portfolios with client objectives.

Phoenix, Arizona

Insurance-Based

Northwestern Mutual is an insurance-based firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 3.4-star rating from 5 Google reviews.

Florence, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Florence, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Fargo, North Dakota

Elevate Financial is an investment advisory firm in Fargo, North Dakota. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Summersville, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Summersville, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Surprise, Arizona

JC Grason, based in Surprise, Arizona, is an independently owned financial advisory firm offering financial planning, investment management, tax planning, and insurance analysis. The firm was founded in 2003 by John P. Fawson and Chris A. Graham, who sought to specialize in retirement planning after witnessing the impact of market downturns on their clients. Investment advisory services are provided through AE Wealth Management, LLC, an SEC Registered Investment Advisor, while insurance products are offered through JC Grason, LLC. The firm's principals hold relevant securities licenses and insurance credentials, and they work with a network of accountants and estate planning attorneys to serve individuals and families planning for retirement.

Baldwin City, Kansas

JC Grason, based in Baldwin City, Kansas, provides financial planning, investment management, tax planning, and insurance analysis services to individuals and families planning for retirement. The firm, founded in 2003 by John P. Fawson and Chris A. Graham, offers investment advisory services through AE Wealth Management, LLC (a registered investment adviser), while insurance products are provided through JC Grason, LLC's insurance agency. The firm's approach centers on developing retirement strategies by coordinating with estate planning attorneys, accountants, and other professionals to address clients' comprehensive financial needs.

Peru, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Peru, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Mendota Heights, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mendota Heights, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office is open five days a week. It holds a 3.6-star rating from 8 Google reviews.

Fort Scott, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Scott, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bowling Green, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bowling Green, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Pewaukee, Wisconsin

Poker Financial Group, based in Pewaukee, Wisconsin, provides financial planning, investment management, and insurance analysis services. Led by founder and CEO Zach Poker alongside financial planner Howard Riemann, the firm works with clients through a discovery-driven process that includes strategy development, implementation guidance, ongoing monitoring, and client education. The firm holds securities licenses in Arizona, California, Nebraska, New York, and Wisconsin, and insurance licenses across a broader set of states including Arizona, Florida, Illinois, Indiana, Michigan, Nebraska, New York, Pennsylvania, Tennessee, Texas, and Wisconsin.

Oxon Hill, Maryland

The Agency at National Harbor Financial Services, founded in 2018 by Ron Holmes and Brandi Bridgett, provides estate planning, financial planning, and insurance analysis services from its Oxon Hill, Maryland location. The firm's founder holds financial education certification from the National Finance Educators Council and offers one-on-one consultations and educational seminars. The practice focuses on financial literacy and legacy planning, with particular emphasis on making advanced financial strategies accessible to underserved communities.

Wapakoneta, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wapakoneta, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

St Paul, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in St Paul, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Sioux Falls, South Dakota

Insurance-Based

Jacob Boom New York Life is an insurance-based firm in Sioux Falls, South Dakota. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Troy, Michigan

Western & Southern Life is an investment advisory firm in Troy, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Ocean View, New Jersey

Independent RIA

Oxford Retirement Advisors is an independent registered investment adviser firm in Ocean View, New Jersey, offering financial planning, investment management, retirement planning, estate planning, and insurance analysis. The firm's stated philosophy emphasizes risk management and operates on a fiduciary basis with no proprietary products. Led by Clint D. Gharib (AIF®, CFEd®), the firm serves individuals and business owners seeking custom retirement and wealth management strategies delivered through a collaborative advisory approach.

Upper Arlington, Ohio

Insurance-Based

Northwestern Mutual - Upper Arlington is an insurance-based firm in Upper Arlington, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Kaysville, Utah

Insurance-Based

Pilar Soledad Zosa, Agent - New York Life is an insurance-based firm in Kaysville, Utah. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Sacramento, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sacramento, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 2.5-star rating from 2 Google reviews.

Aiken, South Carolina

Insurance-Based

Northwestern Mutual - Bruce Hovey is an insurance-based firm in Aiken, South Carolina. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Cedar Rapids, Iowa

Iowa Retirement Benefits & Solutions provides financial planning, investment management, and retirement income strategy in Cedar Rapids, serving clients approaching or in retirement, including those with employer plans from large corporations and institutions. The firm emphasizes a transparent, process-driven approach centered on education, analyzing factors such as taxes, healthcare costs, and market risk to develop actionable retirement roadmaps. Services encompass Social Security optimization, insurance analysis, and ongoing plan adjustments as life circumstances change, with particular experience serving clients transitioning from employers like General Mills, Rockwell Collins, and The University of Iowa.

Rochester, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Rochester, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Memphis, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Memphis, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4.7-star rating from 13 Google reviews.

Monessen, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Monessen, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Norfolk, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Norfolk, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Lewisburg, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lewisburg, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Wautoma, Wisconsin

Rachel Pekowsky - Thrivent is an investment advisory firm in Wautoma, Wisconsin. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Houghton Lake, Michigan

Mills Financial is an independent firm based in Alma, Michigan, offering financial planning, investment management, and insurance analysis with a focus on retirement income strategies and health insurance guidance. The firm combines over 100 years of collective experience and is led by owner Ron Mills, a financial services professional since 1991 who holds life, health, and securities licenses (Series 7, 63, and 24). Services include Medicare planning assistance, health insurance marketplace guidance, and prescription drug cost analysis, delivered through a client-centered approach. The firm operates as a family business and is registered with FINRA through Packerland Brokerage Services.

Moville, Iowa

Countryman Financial, based in Moville, Iowa, offers financial planning, investment management, and insurance analysis with a focus on insurance planning. Led by Chris Countryman, CEPA®, the firm works with individuals, families, and business owners using a collaborative, multi-specialist approach that begins with understanding client values and goals before developing coordinated strategies. The team employs structured planning tools and educational methods to address retirement, business transitions, and wealth coordination across major life milestones. With over 20 years of experience, the firm emphasizes practical guidance grounded in real-world client scenarios.

Belton, Missouri

Financial Advisor Pro is a fee-transparent advisory firm based in Belton, Missouri, serving clients locally and via video across Missouri and Kansas. The firm operates as a fiduciary and offers financial planning, investment management, retirement planning, insurance analysis, and wealth management, with particular expertise in 401(k) rollovers and life insurance solutions. With over a decade of experience in the region, the firm works with families and individuals to develop personalized strategies aligned with their financial goals.

Mesa, Arizona

Capital Choice Arizona is an investment advisory firm in Mesa, Arizona. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Raleigh, North Carolina

H & M Financial Group LLC, an LPL Financial affiliate based in Raleigh, North Carolina, offers financial planning, investment management, and insurance analysis services with a focus on insurance planning. The firm's approach centers on understanding client objectives through an initial meeting, conducting detailed exploration of financial circumstances, developing a customized strategy, and providing ongoing plan adjustments as life circumstances evolve. Their stated planning process emphasizes current financial protection alongside future goal planning with attention to tax efficiency.

Missoula, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Missoula, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Troy, Michigan

Hinkson Wealth Management, LLC is an investment advisory firm in Troy, Michigan. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Insurance Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 65 Google reviews.

Carroll, Iowa

Silverleaf Wealth Management - Ann K. Slechta is an investment advisory firm in Carroll, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Kalispell, Montana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Kalispell, Montana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Dakota Dunes, South Dakota

Tyler Kruse, Financial Advisor - Kruse Financial Group is an investment advisory firm in Dakota Dunes, South Dakota. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Plymouth, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plymouth, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Miami, Florida

Infinite Capital Solutions is a Miami-based financial planning firm specializing in insurance products and strategies for business owners, real estate investors, and entrepreneurs. The firm offers term and whole life insurance, mortgage protection, long-term care coverage, annuities, estate planning, and will/trust creation services, with a stated focus on infinite banking principles and capital efficiency. Led by founding partners Josh and Yaritza Waxman, the firm targets clients earning $500,000 or more annually and emphasizes integrating insurance and financial strategies into business and real estate cash flow planning.

Hendersonville, North Carolina

Benefit Planners, based in Hendersonville, North Carolina, provides retirement planning and insurance analysis services to pre-retirees and retirees throughout the United States. Founder Frank Cox, with over 38 years of industry experience, leads a team offering services including Social Security strategy analysis, retirement plan stress-testing, IRA rollover guidance, and insurance products such as Medicare supplements, long-term care, and life insurance. The firm conducts detailed financial analysis using comprehensive planning platforms and provides clients access to a portal for tracking plan performance and account values. The practice operates on both in-person and virtual bases to accommodate clients' schedules.

Jamison, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jamison, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Paxton, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Paxton, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

York, Nebraska

Benjamin Wealth Group is an insurance and financial services firm located in York, Nebraska, offering estate planning, financial planning, and insurance analysis services with a focus on insurance planning. Led by advisors Ben Santo and Ben Garrett—who holds Series 6, 7, 63, and 66 securities licenses plus multiple insurance licenses—the firm serves farming families, business owners, and individuals seeking retirement income planning and estate planning assistance. The team includes licensed support staff and administrative personnel to manage client accounts and service requests.

Ithaca, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Ithaca, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Harrisonburg, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisonburg, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Richardson, Texas

Shea Wealth Management is an independent wealth management firm in Richardson, Texas, operating for three generations with a focus on comprehensive financial planning and investment management. The firm specializes in retirement planning, estate planning, tax planning, and insurance analysis, serving busy professionals, pre-retirees, and high-net-worth families. Multiple advisors hold CFP®, ChFC®, CLU®, and CASL® designations and operate under a fiduciary standard. The firm offers retirement planning, company 401(k) plan analysis, rollovers, estate and tax planning, investment management, and life and long-term care insurance services.

Winterset, Iowa

Bridges Financial Inc, located in Winterset, Iowa, provides financial planning, investment management, insurance analysis, and tax planning services. The firm works directly with clients to develop investment strategies based on individual risk tolerance, time horizons, and objectives, emphasizing transparent communication and collaborative relationships.

Plano, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Plano, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bakersfield, California

Insurance-Based

Northwestern Mutual - Bakersfield is an insurance-based firm in Bakersfield, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Benton Harbor, Michigan

True Blue Financial is a Benton Harbor-based registered investment advisor that offers financial planning, investment management, retirement planning, tax planning, and insurance analysis through a team of financial planners, investment advisors, and certified accountants. The firm operates on a hybrid fee model, offering both asset-based management with tiered fees and commission-based brokerage accounts, and maintains registration with LPL Financial as its custodian and broker-dealer. Services span asset allocation, college and estate planning, Social Security optimization, managed accounts across multiple product types, and tax preparation beyond standard returns. The firm serves families and clients in Southwest Michigan and emphasizes independent advisory status with direct community relationships.

Colton, California

Suitable Insurance Services is an investment advisory firm in Colton, California. Services include Insurance Analysis and Tax Planning. The firm specializes in Insurance Planning. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 43 Google reviews.

Indiana, Pennsylvania

Equitable Advisors, LLC is a SEC-registered investment advisor operating in Indiana, Pennsylvania, offering financial planning and insurance analysis services with a focus on insurance planning. The firm provides fee-based and non-fee-based financial planning through investment advisor representatives and works with clients on retirement planning, estate planning, wealth management, and asset allocation strategies.

Albert Lea, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Albert Lea, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 2-star rating from 1 Google review.

Dallas, Texas

OneWay Financial is an investment advisory firm in Dallas, Texas. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 7 Google reviews.

Albertville, Alabama

Gore and Stisher Wealth Management is an Albertville-based financial advisory firm offering financial planning and insurance analysis services, with particular expertise in insurance planning. The firm employs a team-based approach structured around their D3 Process—Discovery, Design, and Deploy—which begins with understanding clients' goals and risk tolerance, progresses to developing a comprehensive financial strategy, and includes ongoing portfolio monitoring and rebalancing. The firm serves clients managing retirement assets, investments, and family financial needs through direct client relationships built on open communication.

Ontario, California

Insurance-Based

Northwestern Mutual - Ontario is an insurance-based firm in Ontario, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Charlotte, North Carolina

FA Wealth Advisors is an investment advisory firm in Charlotte, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Minneapolis, Minnesota

PRG Financial in Golden Valley provides retirement planning, investment management, estate planning coordination, and insurance analysis. The firm is led by Craig Rudd, a financial advisor since 1996 with a finance degree from Bemidji State University, along with other LPL-registered representatives and licensed insurance agents. The team works with clients on long-term financial strategy and tax considerations, offering free initial consultations to review existing arrangements.

Poplar Bluff, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Poplar Bluff, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

St Simons Island, Georgia

Jacobs, Coolidge & Company, LLC is a financial advisory firm based in St Simons Island, Georgia, operating since 1962. The firm provides financial planning, investment management, and insurance analysis, with particular expertise in insurance planning. Their stated approach, called the RICH® Planning Experience, emphasizes a holistic strategy aligned with client goals, supported by annual reviews to monitor progress. The team offers financial planning, investment strategy, and insurance solutions to clients across various life stages and financial situations.

Jeffersonville, Indiana

Brookstone Financial is a fee-based investment management and financial planning firm in Jeffersonville, Indiana, operating under fiduciary standards. The firm offers estate planning, financial planning, insurance analysis, and investment management services, with particular expertise in estate and insurance planning. Their engagement process begins with a complimentary initial consultation, followed by the development of strategies addressing risk management and cost efficiency.

Germantown, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Germantown, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jackson, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jackson, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Franklin, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Franklin, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 3-star rating from 6 Google reviews.

New York, New York

Aimdar Advisory Group 安达财富 is an investment advisory firm in New York, New York. Services include Insurance Analysis. The firm specializes in Insurance Planning. Its advisors hold CFA, CFP, and CPA credentials. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 182 Google reviews.

Statesville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Statesville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Little Rock, Arkansas

Insurance-Based

Northwestern Mutual - Little Rock is an insurance-based firm in Little Rock, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Danville, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Danville, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Pittsburgh, Pennsylvania

Western & Southern Life is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Bloomfield Hills, Michigan

Orfin & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 106 Google reviews.

Hampton, Virginia

Lighthouse Financial Group is a financial services firm based in Hampton, Virginia that has operated for over 19 years. The firm provides insurance analysis and planning alongside a broader range of financial services including retirement, estate planning, college funding, and tax considerations through an integrated approach that examines clients' complete financial situations. The firm conducts complimentary initial consultations and emphasizes honesty and integrity as foundational principles.

Eugene, Oregon

Insurance-Based

Northwestern Mutual is an insurance-based firm in Eugene, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Mt Laurel Township, New Jersey

Primavera Financial Services is a financial advisory firm based in Mt Laurel Township, New Jersey, offering financial planning, investment management, and insurance analysis to individuals, families, and business owners. The firm provides a range of services including needs analysis, policy review, and asset allocation guidance, with specific solutions spanning retirement accounts, life and disability insurance, annuities, 529 plans, and estate planning strategies. The practice emphasizes working collaboratively with clients to develop customized approaches addressing retirement, college funding, business continuation, and wealth management objectives.

Lakewood, Colorado

High Point Financial Group is a private wealth management firm based in Lakewood, Colorado with an additional office in Windsor, serving individuals, families, business owners, executives, and those near retirement. The firm provides financial planning and insurance analysis, with a stated focus on understanding client objectives through a three-step approach: identifying goals through listening, designing customized strategies, and implementing with ongoing reviews. Led by 11 active partners and supported by full-time staff, the firm works across industries including medical, legal, construction, technology, and closely-held businesses, and coordinates with clients' other professional advisors on insurance, investment, estate, tax, and business transition matters.

Moosic, Pennsylvania

Insurance-Based

Northwestern Mutual - Moosic is an insurance-based firm in Moosic, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Albany, New York

Insurance-Based

The Di Bella Financial Group, LLC is an insurance-based financial advisory firm in Albany, New York led by president Joseph Di Bella (LUTCF) and advisor Elizabeth Bauer. The firm provides financial planning, insurance analysis, and fee-based investment advice through its affiliation with Eagle Strategies LLC, a registered investment adviser, serving affluent individuals, families, executives, and business owners with planning needs including wealth management, retirement, business succession, and estate planning. Both principals hold relevant professional credentials and memberships in the National Association of Insurance & Financial Advisers.

Paola, Kansas

ClearPath Advisors in Paola, Kansas provides retirement planning, estate planning, and insurance analysis services, including Medicare health insurance guidance, life insurance, annuities, and indexed universal life products. The firm offers complimentary initial consultations and works with individuals and families across different financial situations to develop personalized plans addressing healthcare coverage, retirement income, and financial protection needs.

Wenatchee, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Wenatchee, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

Emporia, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Emporia, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Slidell, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Slidell, Louisiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Duluth, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Duluth, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning.

Breese, Illinois

The Timmermann Group, founded in 1981 by Jerome Timmermann, is a wealth advisory practice based in Breese, Illinois, serving affluent clients across multiple states. The firm specializes in insurance planning and analysis, along with wealth accumulation, distribution, and conservation services, employing a process focused on estate and tax planning techniques. The team includes financial advisors and service professionals who work with small business owners and families on integrated financial planning. The firm's stated approach emphasizes clarifying client objectives, addressing financial barriers, and ensuring clients understand and implement their plans.

Polo, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Polo, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Rochester, Michigan

Lakeview Financial Consultants is an investment advisory firm in Rochester, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Allen, Texas

Ascend Financial Group in Allen, Texas offers retirement planning, estate planning, investment management, and insurance analysis with a focus on integrated strategy across income, taxes, and legacy. The firm uses its proprietary RothEdge software to model tax scenarios including Roth conversions, required minimum distributions, and Social Security optimization. Services span income protection modeling, trust creation and funding, capital gains strategy, and coordinated planning that treats retirement income, tax positioning, and estate structure as interconnected components rather than separate decisions.

Bradford, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bradford, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Galt, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Galt, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Sioux City, Iowa

Insurance-Based

Northwestern Mutual's Sioux City office provides financial planning, insurance analysis, and investment management services. The firm offers life insurance, disability insurance, long-term care planning, investment advisory services, and brokerage accounts as part of a comprehensive planning approach. Advisors work to understand client goals and priorities through detailed conversations to develop personalized strategies across multiple life stages.

Powell, Wyoming

Cowboy State Financial is an independent insurance agency in Powell, Wyoming that provides insurance analysis and planning services across multiple coverage types including homeowner, auto, farm and ranch, business, life, and renter's insurance. The firm emphasizes personalized service and local ownership, offering clients guidance on insurance options to protect their assets. In addition to insurance services, the firm provides investment management to support financial goals across education, retirement, and wealth transfer planning.

Lone Tree, Colorado

Escape Velocity Financial Planning, based in Lone Tree, Colorado, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm was founded by Tyler Otto and includes his brother Trevor Otto and additional team members, and structures its work around a three-step process of assessing client circumstances, developing customized strategies, and maintaining ongoing monitoring. The firm serves investors across various profiles and emphasizes personalized planning aligned to individual circumstances rather than standardized approaches.

Fargo, North Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fargo, North Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. It holds a 4.4-star rating from 7 Google reviews.

Exton, Pennsylvania

Keystone Financial Group is an investment advisory firm in Exton, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 89 Google reviews.

Mitchell, South Dakota

Boyd Financial Services is an investment advisory firm in Mitchell, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Murphys, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Murphys, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Chambersburg, Pennsylvania

Tardosky Wealth Advisors has operated in Chambersburg, Pennsylvania since 1992, offering financial planning, investment management, and insurance analysis services. The firm's team includes founder Rich Tardosky and multiple registered financial advisors holding FINRA Series registrations (Series 6, 7, and 65/66). The firm traces its origins to insurance services and has expanded to serve individuals and families with retirement-focused strategies and personalized financial guidance. The practice is located at 430 Epic Drive in Chambersburg and operates Monday through Friday with additional appointment availability.

Yakima, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Yakima, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Bryan, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bryan, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Lyndon, Kansas

Kevin Payne, Financial Advisor - Payne Financial Strategies, Inc. is an investment advisory firm in Lyndon, Kansas. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Tacoma, Washington

Insurance-Based

John Unterreiner - Northwestern Mutual is an insurance-based firm in Tacoma, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Oxford, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Oxford, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Beaumont, Texas

Scardino Strategic Partners is an investment advisory firm in Beaumont, Texas. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Chandler, Arizona

Insurance-Based

The Feldman Agency, led by Wendy Feldman, provides financial planning and insurance analysis services through Eagle Strategies, a New York Life subsidiary. Feldman holds the CLU®, ChFC®, CASL®, and CLTC® designations and focuses on personal, business, estate, and retirement planning along with insurance and investment services. The firm operates from offices in Chandler, Arizona and East Liverpool, Ohio, with securities offered through NYLIFE Securities LLC (member FINRA/SIPC).

Deerfield, Illinois

Insurance-Based

Northwestern Mutual - Deerfield is an insurance-based firm in Deerfield, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Greeneville, Tennessee

GreenWealth, led by Chris O'Dell in Greeneville, Tennessee, provides financial planning, investment management, and insurance analysis services. The firm operates as a fiduciary through Cambridge Investment Research Advisors, Inc., and holds licenses in Tennessee, Virginia, North Carolina, Georgia, Pennsylvania, Florida, Kansas, and Missouri. The team uses a collaborative approach to develop and monitor strategies aligned with clients' individual circumstances, risk tolerance, and retirement or investment objectives.

Princeton, West Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Princeton, West Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Dallas, Texas

Howell Financial Group in Dallas offers fee-based financial planning that addresses retirement, tax, estate, insurance, investments, and cash flow considerations through a structured process. The firm provides personalized investment strategies incorporating diversification, risk management, and tax efficiency, along with insurance analysis including life, disability, and long-term care coverage. Additional services encompass employee benefits consulting and Medicare enrollment support integrated into overall retirement planning.

Harrisburg, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Harrisburg, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Charlottesville, Virginia

Middlebrook Wealth is a financial advisory firm headquartered in Charlottesville with additional offices in Staunton, Harrisonburg, and Berryville, Virginia. The firm offers financial planning, retirement planning, estate planning, and insurance analysis, with particular focus on athletes managing complex income and endorsement situations. Their approach emphasizes holistic planning that integrates estate strategy with broader financial goals, and they coordinate with clients' tax and legal advisors. The firm operates as a team-based practice that manages ongoing client relationships through an initial planning conversation, strategy development, and active progress monitoring.

DeSoto, Texas

Tanksley Financial Group Services is a family-owned firm in DeSoto, Texas led by CEO Tracy Tanksley, offering tax preparation, debt elimination, retirement planning, and insurance analysis. The team includes IRS AFSP-certified tax practitioners with 8 to 15+ years of experience, and provides services through mobile app, in-person, and virtual channels. The firm holds a 4.9-star rating on Google based on 69 reviews.

Sault Ste. Marie, Michigan

Mills Financial is an independent financial services firm based in Alma, Michigan, offering financial planning, retirement income planning, investment management, and health insurance advisory services. The firm, owned by Ron Mills since 1991, holds securities licenses (Series 7, 63, and 24) and insurance licenses, and operates through Packerland Brokerage Services. Mills Financial serves clients across various life stages, with particular expertise in Medicare planning, health insurance marketplace navigation, and insurance-related retirement strategies.

Springfield, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Springfield, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Metairie, Louisiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Metairie, Louisiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Grand Island, Nebraska

Insurance-Based

Michael C. Hutchinson, Owner - Hutchinson & Associates, LLC is an insurance-based firm in Grand Island, Nebraska. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Fresno, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fresno, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Washington, District Of Columbia

Insurance-Based

Northwestern Mutual - Washington is an insurance-based firm in Washington, District Of Columbia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Mentor, Ohio

Insurance-Based

Jason Stockmaster is a financial services professional with New York Life based in Mentor, Ohio, offering financial planning and insurance analysis services. His practice focuses on insurance planning and works to help clients identify their priorities and develop coordinated plans to address them.

Charlotte, North Carolina

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving the greater Charlotte area and surrounding regions across North Carolina and South Carolina. The firm offers financial planning, investment management, retirement planning, estate planning, tax planning, and insurance analysis to clients with significant wealth and complex financial situations. Operating with a focus on personalized service and direct client relationships, the firm operates on a fee-only compensation model aligned with client interests.

Detroit, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Detroit, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Nampa, Idaho

Insurance-Based

Northwestern Mutual is an insurance-based firm in Nampa, Idaho. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. It holds a 4.5-star rating from 8 Google reviews.

Portland, Oregon

Insurance-Based

Northwestern Mutual - Portland is an insurance-based firm in Portland, Oregon. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

San Antonio, Texas

Baxter Retirement & Insurance Services is an investment advisory firm in San Antonio, Texas. Services include Insurance Analysis and Retirement Planning. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Lodi, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lodi, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

East Syracuse, New York

Insurance-Based

Tim Shields - Northwestern Mutual is an insurance-based firm in East Syracuse, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Baraboo, Wisconsin

Insurance-Based

Firm Foundation Wealth & Retirement Solutions LLC, led by partner Darren Schwinefus in Baraboo, Wisconsin, offers financial planning and insurance analysis services with a focus on insurance planning. The firm employs a year-by-year strategic approach to address clients' planning needs while monitoring shifts in market conditions and interest rates.

Durant, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Durant, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

San Bernardino, California

Optimal Wealth Network Inc., operating as OWN Business Plus in San Bernardino, California, provides tax filing, tax preparation, and strategic tax planning services alongside insurance analysis and planning. The firm works with clients on business readiness through diagnostic assessments and offers retirement and wealth planning guidance on an ongoing basis, with personal financial consultants available for year-round consultations.

Maumee, Ohio

Savage and Associates, established in 1957, provides investment management, insurance analysis, and retirement planning services from its Maumee, Ohio location. The firm offers investment plans, insurance coverage, and group employee benefit programs, and employs advisors who work to understand clients' financial backgrounds and objectives to develop long-term plans. The firm also operates a dedicated HR consulting practice led by a Certified Workplace Mediator and licensed Employee Benefits Professional, offering services including HR assessments, employee relations consulting, compliance audits, and conflict resolution training for organizations of various sizes.

Detroit Lakes, Minnesota

Independent RIA

Justin Skarie Agency - COUNTRY Financial is an independent ria firm in Detroit Lakes, Minnesota. It acts as a fiduciary. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 34 Google reviews.

Storm Lake, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Storm Lake, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Erie, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Erie, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 3 Google reviews.

Victorville, California

American Freedom | Wealth Management & Asset Protection is an investment advisory firm in Victorville, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

St. Louis, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in St. Louis, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Fort Worth, Texas

Jim Dougherty is a financial advisor with Signal Securities, Inc. in Fort Worth, Texas, offering insurance analysis and planning services along with investment guidance. With 18 years in the financial industry and credentials including Series 6, 63, and 65 licenses plus a group 1 life insurance license, he works with families, individuals, and small business owners. His stated approach emphasizes straightforward communication, household-focused planning, and ongoing client relationships rather than transactional engagements.

Youngstown, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Youngstown, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Sheboygan, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sheboygan, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Braintree, Massachusetts

Grindstone Wealth Management is an investment advisory firm in Braintree, Massachusetts. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Wilbraham, Massachusetts

Rooney Insurance & Financial, based in Wilbraham, Massachusetts, provides insurance analysis and planning services with a stated focus on helping clients understand their coverage in detail. The firm designs custom insurance plans tailored to individual needs and also offers Social Security planning. According to customer reviews, the firm maintains a 4.7-star rating across 29 Google reviews.

St Joseph, Missouri

Thrivent - Financial Advisor: Cody F. Vaughn, CFP is an investment advisory firm in St Joseph, Missouri. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Houston, Texas

Granite Harbor Advisors - Houston is an investment advisory firm in Houston, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Nashville, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Nashville, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 2 Google reviews.

Amarillo, Texas

Palo Duro Financial Group, founded in 1975 and based in Amarillo, Texas, provides financial planning, investment management, and insurance analysis with a focus on retirement strategies. Led by Mark Haworth and Sunny Strickland, the firm works with clients to clarify financial goals, develop customized roadmaps, and adjust strategies as circumstances change. The firm emphasizes personalized service and client education on investing, insurance, and wealth preservation, with particular attention to retirement income sustainability.

Denver, Colorado

Mountain Financial offers financial planning, investment management, retirement planning, and insurance analysis to individuals, families, and business owners in the Denver area. The firm focuses on college savings, insurance planning, and retirement strategies, and structures customized financial plans addressing clients' specific situations around savings, education funding, wealth building, and tax efficiency. Kayla Templeton serves as Director of Operations and primary client service contact.

Shawano, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Shawano, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Newnan, Georgia

Brett Moore Wealth Management Group, based in Newnan, Georgia, provides financial planning, investment management, and insurance analysis services. The firm operates on a fiduciary basis as an independent advisor with no minimum account requirement, and offers strategies designed around individual goals rather than standardized models. The firm emphasizes a multi-generational approach to wealth organization that extends beyond investment management to address broader financial matters.

Defiance, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Defiance, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Canonsburg, Pennsylvania

Southpointe Financial Services is a financial advisory firm in Canonsburg, Pennsylvania, serving working professionals and families. The firm offers financial planning, investment management, insurance analysis, and related services including retirement planning, education planning, college savings, and risk management strategies. The team includes Robert Smith (CFP® with 45+ years of experience), Michael Smith (AIF®, RICP®), and support staff with decades of combined tenure. The firm emphasizes an ongoing planning process that adapts to life changes, tax developments, and shifting priorities rather than a single static plan.

Roseville, California

Diligence Wealth Management, founded in 2010 by Liz Daffner, is an independent financial advisory firm serving clients in Roseville, California. The firm provides financial planning, investment management, retirement planning, Social Security optimization, insurance analysis, and debt management, with Daffner holding a CLU credential and licenses in Series 7, Series 66, and life insurance. The practice emphasizes client education and personalized planning across major life events such as inheritance, marriage, divorce, job changes, and retirement, operating within a network of independent advisors collectively overseeing $260 million in assets.

Johnstown, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Johnstown, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Traverse City, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Traverse City, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Heath, Ohio

Western & Southern Life is an investment advisory firm in Heath, Ohio. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Sanford, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sanford, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Radnor, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Radnor, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Youngstown, Ohio

Independent RIA

The Money Lady® is an independent financial advisory firm in Youngstown, Ohio, founded and led by Deanna Rossi, who has worked in the financial industry since 2001. The firm offers financial planning, investment management, wealth management, and insurance analysis services. Rossi is a published author and public speaker who emphasizes practical financial education and personal development through her advisory practice and community involvement.

Oregon City, Oregon

Tallus Capital Management is an independent financial planning firm established in 2012 and based in the Portland metro area, serving individuals, families, retirees, and small businesses. The firm offers investment management, retirement planning, insurance analysis, and wealth management through a client-centered process that begins with cash flow assessment and personal goals rather than product recommendations. Its advisors include Jeff Pisan (CFP®, AAMS®) with over 20 years of experience and Anna Robbins (AAMS® with Series 7 and 66 registrations) with 15+ years in financial services, both emphasizing personalized strategy and ongoing client communication.

Asheville, North Carolina

Colton Groome Financial has provided financial planning, investment management, and insurance analysis in Asheville since 1950. The firm operates as a fiduciary and follows a discovery-based planning process that begins with understanding the client's goals and life situation before recommending specific strategies or investments. The team includes investment professionals with credentials such as CFA and works with clients across financial planning needs, with a stated emphasis on ongoing plan refinement as circumstances change.

Conway, Arkansas

Insurance-Based

Northwestern Mutual - Conway is an insurance-based firm in Conway, Arkansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Eagle, Colorado

Insurance-Based

Northwestern Mutual is an insurance-based firm in Eagle, Colorado. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bellevue, Washington

Insurance-Based

Transamerica Financial Advisors/World Financial Group is an insurance-based firm in Bellevue, Washington. Services include Estate Planning and Insurance Analysis. The firm specializes in Insurance Planning. Advisory services are available in English, Chinese, Korean, Spanish, Tagalog, and Vietnamese. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 4.9-star rating from 29 Google reviews.

Clarksville, Tennessee

RMB Financial, PLLC is an investment advisory firm in Clarksville, Tennessee. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 60 Google reviews.

Beatrice, Nebraska

Insurance-Based

Northwestern Mutual is an insurance-based firm in Beatrice, Nebraska. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Anchorage, Alaska

Insurance-Based

Clem Financial, based in Anchorage, Alaska, provides financial planning and insurance analysis services with a focus on insurance planning. The firm follows a structured planning process that begins with an introductory meeting, proceeds to comprehensive data gathering and recommendation development, and includes plan review and discussion before implementation. Ongoing client relationships are maintained through annual review meetings to monitor progress and adjust recommendations as needed.

Santa Barbara, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Santa Barbara, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Greensboro, North Carolina

TMRW Wealth is a financial advisory firm based in Greensboro, North Carolina, offering financial planning, investment management, and insurance analysis services. The firm specializes in serving foundations and nonprofit organizations, working with them on governance, stakeholder education, and fund management aligned with their organizational missions.

Duluth, Minnesota

Thrivent Financial – Duluth is an investment advisory firm in Duluth, Minnesota. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Franklin, Tennessee

EKC Financial Solutions is an investment advisory firm in Franklin, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Prior Lake, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Prior Lake, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Shreveport, Louisiana

TFG Financial, LLC is an estate planning and business succession firm founded in 1985 by Tim C. FitzGerald, MSFS, AEP, who specializes in serving closely held business owners and individuals. The firm provides insurance analysis, estate planning, business continuation, and retirement planning services, and partners with employee benefits consulting through Jason Weinland's jweinland Group Benefits to expand its service offerings. FitzGerald holds a Master of Science in Financial Services and has maintained membership in New York Life Insurance Company's Chairman's Cabinet since 1996, while also serving as an Investment Advisor Representative with Eagle Strategies LLC.

Detroit Lakes, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Detroit Lakes, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Las Vegas, Nevada

American Retirement Advisors is an investment advisory firm in Las Vegas, Nevada. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Mandeville, Louisiana

Cornerstone Financial, based in Mandeville, Louisiana, provides financial planning and insurance analysis services, with a focus on insurance planning. Led by Chris Clayton, the firm works with clients to evaluate insurance products and develop comprehensive financial plans through a series of meetings, followed by periodic reviews to help clients work toward their retirement objectives.

Greenfield, Massachusetts

Sabelawski Financial Group is a tax and wealth management firm located in Greenfield, Massachusetts, founded and led by Edward Sabelawski, an enrolled agent and investment advisor representative. The firm provides tax preparation, IRS representation, financial planning, investment management, and insurance services to individuals, families, and small businesses, operating on a fee-only basis with no commissions or maintenance fees. Edward holds a Master of Science in Financial Services and multiple industry certifications including Certified Fund Specialist, Board Certification in Asset Allocation, Certified Annuity Specialist, Certified Income Specialist, and Certified Tax Specialist.

Bismarck, North Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bismarck, North Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.

Memphis, Tennessee

Jones Wealth Management Group, founded in 2001 in Memphis, Tennessee, offers investment management, retirement planning, and insurance analysis services. The firm, led by Martavius D. Jones (a Chartered Federal Employee Benefits Consultant holding Series 7, 24, 63, 65, and 66 registrations), serves federal government employees, pre-retirees and retirees, self-employed individuals, business owners, professional athletes, and those managing inheritances or legal settlements. The practice provides specific assistance with retirement plan rollovers, TSP and 401(k) reviews, establishment of Individual 401(k)s and SEP-IRAs, Medicare and health insurance selection, IRA rollovers, college savings accounts, and estate planning coordination.

Nashville, Tennessee

Stephen & Associates is a Nashville-based financial advisory firm offering financial planning, investment management, insurance analysis, and estate planning services. The firm works with clients across retirement planning, wealth accumulation, business consulting, and risk management through a planning process that evaluates five financial components: protection, savings, growth, cash flow, and debt. The firm's approach integrates investment positioning with broader estate and retirement planning objectives.

Alexandria, Minnesota

Gotto Wealth Partners is a financial advisory firm located in Alexandria, Minnesota, offering financial planning, investment management, and insurance analysis services. The firm works with clients individually to develop investment strategies based on their risk tolerance, time horizon, and objectives, emphasizing transparent communication throughout the planning and execution process. They take a proactive approach to helping clients address financial goals and anticipate potential challenges.

Frankfort, Illinois

Dowling Financial Services & Wealth Management is an investment advisory firm in Frankfort, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

Lancaster, Ohio

Superior Retirement Solutions, founded in 2007 and based in Lancaster, Ohio, offers financial planning, investment management, and insurance analysis with a focus on insurance planning. The firm, owned by Robert A. Richey (a licensed financial professional since 1996), emphasizes a comprehensive planning approach that addresses multiple life events and financial situations rather than individual transactions, and operates across multiple states with a team-based structure involving external specialists.

Bradley, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bradley, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

New Orleans, Louisiana

Atlas Wealth Management is a fee-based fiduciary firm in New Orleans serving families and businesses throughout Southeast Louisiana for over a decade. The firm offers investment management, financial planning, and insurance analysis, with access to approximately 50 insurance carriers and partnerships with major independent broker-dealers. Led by CFP® professionals holding the CLU credential, the firm constructs diversified portfolios, develops comprehensive retirement and financial plans, and provides coverage across life, health, disability, long-term care, property, and business insurance lines.

Monroeville, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Monroeville, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Mobile, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mobile, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Tuscaloosa, Alabama

Historic Wealth Management is an investment advisory firm in Tuscaloosa, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 10 Google reviews.

Colchester, Vermont

Insurance-Based

Jcohen Financial, based in Colchester, Vermont, offers financial planning and insurance analysis services led by James Cohen, an Insurance Advisor Representative and Registered Representative with over 20 years in the financial services industry. The firm specializes in insurance planning and follows a six-step process that begins with understanding each client's situation and objectives, proceeds through needs analysis and strategy development, and includes ongoing coordination with clients' other professional advisors. Cohen holds FINRA Series 7, 6, 66, and 63 licenses and has achieved top producer status with New York Life and membership in the Million Dollar Round Table.

Birmingham, Michigan

Schechter Wealth is an investment advisory firm in Birmingham, Michigan. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Urbana, Illinois

The Wesselman Agency, operating under the COUNTRY Financial brand in Urbana, Illinois, offers insurance analysis and planning services alongside investment advice and financial planning through affiliated entities. The firm is backed by COUNTRY Trust Bank for trust and retirement services, COUNTRY Capital Management Company as a FINRA-registered broker-dealer, and multiple insurance carriers providing auto, home, farm, crop, commercial, and life coverage. Financial planning professionals at the firm act in a fiduciary capacity for certain services, and the agency also arranges deferred income annuities and 529 plan investments through third-party providers.

Chester, New Jersey

Insurance-Based

Riebling Wealth Strategies, LLC, based in Chester, New Jersey, is an insurance-based financial advisory practice led by Christopher Riebling. The firm offers financial planning and insurance analysis services, with a focus on insurance planning. The practice emphasizes individualized client relationships and works collaboratively with clients and their professional advisors to establish and work toward financial objectives.

Palatine, Illinois

Tim Hranka is a ChFC® professional representing COUNTRY Financial in Palatine, Illinois, offering insurance analysis and planning services. He operates as part of the COUNTRY Financial family of companies, which includes affiliated insurance carriers and COUNTRY Trust Bank, providing investment advice, financial planning, and securities through COUNTRY Capital Management Company (a FINRA member broker-dealer). His practice encompasses life, auto, home, farm, and commercial insurance products alongside retirement and trust services.

Corbin, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Corbin, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Duluth, Minnesota

Insurance-Based

Herried Financial Strategies LLC, based in Duluth, Minnesota, is an insurance-focused financial advisory firm founded and led by Eric P. Herried, a CFP® and ChFC® credential holder with over 20 years of industry experience. The firm provides financial planning and insurance analysis services, with particular emphasis on retirement planning and a process that begins by understanding each client's financial background and values. The firm characterizes its approach as ongoing financial planning aimed at clarifying goals and aligning financial decisions with what matters most to clients and their families.

Boyne City, Michigan

Mills Financial is an independent financial services firm based in Alma, Michigan, offering financial planning, investment management, and health insurance analysis with over 100 years of combined experience. The firm, owned by Ron Mills since 1991, provides retirement income planning and Medicare coverage guidance using a client-focused approach and operates as a FINRA-registered broker through Packerland Brokerage Services. Ron Mills holds life and health insurance licenses along with Series 7, 63, and 24 securities licenses. The firm serves clients across various life stages seeking strategies related to retirement planning, health insurance options, and prescription drug cost management.

Melville, New York

Planning Financial Futures is a Melville-based financial advisory firm serving Long Island residents since 1990, with a team of Certified Financial Planners offering financial planning, investment management, insurance analysis, and wealth management services. The firm addresses planning needs across income strategy, risk management, and tax and legal coordination through affiliated professionals, and serves individuals navigating major life transitions such as divorce and retirement.

Prescott, Arizona

Hamada Wealth Management Group, LLC is based in Prescott, Arizona and offers financial planning, investment management, and insurance analysis services to individual investors and entrepreneurs. The firm emphasizes a tax-conscious approach to financial guidance and aims to help clients work toward financial stability and independence through education about their financial situation. The firm maintains a hands-on service model and also serves clients in the Platte City, Missouri and Atchison, Kansas areas.

Spokane Valley, Washington

Independent RIA

Brian Hurst is an independent registered investment adviser and fiduciary in Spokane Valley, Washington who provides financial planning and insurance analysis services, with a specialization in insurance planning. He works primarily with individuals age 50 and older approaching retirement, coordinating investments, taxes, insurance, and estate planning into an integrated strategy. Hurst holds the RICP® and FSCP® designations and has a master's degree in Applied Economics, bringing an economics background and emphasis on identifying overlooked risks to his practice.

Beverly Hills, California

Michael Saint George is an investment advisory firm in Beverly Hills, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Benton, Kentucky

Life Associates Inc is an investment advisory firm in Benton, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Center Valley, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Center Valley, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 3 Google reviews.

Phillips, Wisconsin

Forward Investment Services is an investment advisory firm in Phillips, Wisconsin. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2-star rating from 1 Google review.

Aberdeen, South Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Aberdeen, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required.

Greer, South Carolina

Trade Street Wealth Advisors is an LPL Financial firm in Greer, South Carolina, led by advisors Jason Karr and BK Ragan. The firm provides financial planning, investment management, retirement planning, and insurance analysis, with particular focus on retirement preparation and insurance planning. They conduct thorough assessments of client assets, risk tolerance, and lifestyle goals to develop individualized strategies, and offer an initial consultation at no cost.

Carbondale, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Carbondale, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 1 Google review.

Hunt Valley, Maryland

Insurance-Based

Northwestern Mutual is an insurance-based firm in Hunt Valley, Maryland. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 2.7-star rating from 3 Google reviews.

Williston, North Dakota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Williston, North Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Carpentersville, Illinois

Jason M Nowitzki, CRPC | Financial Advisor is an investment advisory firm in Carpentersville, Illinois. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Cedar Rapids, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Cedar Rapids, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. It holds a 4.4-star rating from 7 Google reviews.

Charlottesville, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Charlottesville, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

New York, New York

Insurance-Based

Serge Tinovsky, Financial Professional - New York Life is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Placentia, California

Insurance-Based

Bennett Financial & Insurance Services, based in Placentia, California, offers financial planning and insurance analysis with a focus on insurance planning strategies. The firm works through a three-phase engagement process: initial discovery of client goals and values, implementation of strategies such as insurance policies and tax-efficient account structures, and ongoing adjustments as circumstances change. The practice emphasizes coordination with clients' other professional advisors to integrate financial, tax, and legal strategies.

Plano, Texas

Peak American Financial is a Plano-based investment advisory firm serving high-net-worth families with financial planning, investment management, and insurance analysis. The firm employs a proprietary planning framework called Peak Summit Strategy™ that centers on defining client goals, charting customized investment and tax strategies, conducting regular reviews, and structuring wealth transfer and legacy plans. With over 125 years of combined team experience, the firm coordinates estate, investment, and income strategies for its clientele.

Fort Worth, Texas

Gus Bates Financial Services is an investment advisory firm in Fort Worth, Texas. Services include Insurance Analysis. The firm specializes in Insurance Planning, Investment Management, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Fort Worth, Texas

Fee-Based Independent RIA

Strittmatter Wealth Management Group, LLC is an independent ria firm in Fort Worth, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Compensation is on a fee-based basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 147 Google reviews.

Vancouver, Washington

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vancouver, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Petoskey, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Petoskey, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Sidney, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sidney, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Durant, Oklahoma

Insurance-Based

Northwestern Mutual is an insurance-based firm in Durant, Oklahoma. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Frankfort, Illinois

Fee-Only

McDonnell Capital Management is a fee-only, SEC-registered investment adviser based in Frankfort, Illinois that operates under fiduciary standards and provides financial planning, investment management, estate planning, and insurance analysis services. The firm holds a CLU credential and specializes in insurance planning, investment management, and wealth management, with a stated approach of avoiding broker-dealer relationships and proprietary products. As an independent adviser, the firm structures its practice around client objectives rather than commissions or affiliated product sales.

Hudson, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Hudson, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Vernon, Connecticut

Sunstone Financial Group is an investment advisory firm in Vernon, Connecticut. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 209 Google reviews.

Corvallis, Oregon

Spectrum Strategic Capital Management is a fiduciary firm based in Corvallis, Oregon, offering investment management and insurance analysis services with a focus on insurance planning. The firm structures its approach around personalized wealth management, working to understand client goals and develop strategies aligned with individual values and objectives.

Walterboro, South Carolina

Williamson Mccarty & Associates, LLC, based in Walterboro, South Carolina, provides insurance analysis and planning services. Led by President Tom Mccarty, the firm specializes in helping clients evaluate and structure their insurance needs as part of their broader financial picture.

Crown Point, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Crown Point, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 3-star rating from 2 Google reviews.

Greensboro, North Carolina

Starling Wealth Management LLC, based in Greensboro, North Carolina, is led by Tripp Starling, a Senior Financial Advisor with over 25 years of investment experience and credentials including RICP®, CPFA®, and ChSNC®. The firm offers retirement income planning, investment advisory, brokerage services, life insurance, long-term care insurance, and securities-based lending, with particular expertise in retirement planning and specialized financial planning for individuals with special needs. Affiliated with LPL Financial, the firm works through a client-discovery process centered on understanding each client's personal financial goals and circumstances.

Cartersville, Georgia

Melissa Moss, CFP® | Main Street Advisors is an investment advisory firm in Cartersville, Georgia. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Mesa, Arizona

Financial Advisor Pro is a Mesa-based fiduciary firm with 14+ years of service that offers financial planning, investment management, retirement income strategies, insurance analysis, and wealth management. The firm serves Mesa families and business owners through in-person and remote consultations, coordinating retirement accounts, investment products, and insurance protection with a focus on tax efficiency and risk management. Services span retirement planning, investment strategies using mutual funds and managed accounts, life and property insurance, estate planning, and mortgage lending guidance.

Reno, Nevada

Wolf Pack Wealth, based in Reno, Nevada, offers retirement planning, financial plan design, estate planning, and insurance solutions. Founded by Mike Affinito, a Certified Retirement Planner (CRPS) and registered investment advisor with 8 years of industry experience, the firm serves clients across various demographics. The firm operates as an independent advisory practice and maintains a 5-star rating on Google.

Naperville, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Naperville, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended.

Montgomery, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Montgomery, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Grand Rapids, Michigan

Western & Southern Life is an investment advisory firm in Grand Rapids, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Maquoketa, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Maquoketa, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Great Falls, Montana

Battle Born Financial Advisor & Health Insurance Broker, located in Great Falls, Montana, provides financial planning, retirement planning, and insurance analysis for individuals and small business owners. Led by Brent Leavitt, CFP®, an Investment Advisor Representative registered with the SEC, the firm operates as a fiduciary and charges either flat fees ($750–$1,500 for planning engagements) or 0.5–0.95% AUM for account management, with hourly advisory available at $300/hour. The practice specializes in debt management, health insurance (including Medicare), retirement strategy, and serves clients through in-person, virtual, and phone appointments with annual plan reviews in July.

Truckee, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Truckee, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Quarryville, Pennsylvania

Babcock Wealth Management, LLC is an investment advisory firm in Quarryville, Pennsylvania. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 8 Google reviews.

Chicago, Illinois

Insurance-Based

Northwestern Mutual - Chicago is an insurance-based firm in Chicago, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bemidji, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bemidji, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Southlake, Texas

Virtus Wealth Management is a fiduciary-based financial advisory firm in Southlake, Texas, serving the Dallas-Fort Worth area. The firm provides estate planning, financial planning, insurance analysis, retirement planning, and tax planning services alongside investment management and wealth management. Operating as an independent advisory practice, Virtus works with clients across various life stages to develop long-term strategies that address comprehensive financial needs, including risk management and asset management.

Lafayette, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lafayette, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Dallas, Texas

Insurance-Based

Time Wealth Strategies & Insurance Solutions is an insurance-based financial advisory firm in Dallas, Texas led by CEO and Financial Advisor Tara Blair. The firm provides financial planning and insurance analysis services, with a focus on insurance planning strategies. The company works with clients to develop customized approaches designed around individual circumstances and objectives, offering ongoing guidance throughout various life phases.

Tulsa, Oklahoma

Insurance-Based

Northwestern Mutual is an insurance-based firm in Tulsa, Oklahoma. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Thief River Falls, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Thief River Falls, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Petaluma, California

Lucey Wealth Advisors LLC is a Petaluma-based firm offering financial planning, investment management, and insurance analysis services, with a focus on insurance planning. The firm works with clients on estate planning matters and tax strategy, as evidenced by principal Michael Lucey's published work on estate tax considerations. The firm has received a 5-star rating across 8 Google reviews.

San Angelo, Texas

Thieman Investments is an investment advisory firm in San Angelo, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Coopersburg, Pennsylvania

Main Street Financial Partners is an independent financial advisory firm in Coopersburg, Pennsylvania, founded in 2009 by Elizabeth Snyder. The firm provides estate planning, financial planning, insurance analysis, and Medicare guidance to individuals and families across the Lehigh Valley and surrounding counties, with a focus on retirement income strategies, long-term care protection, and coordination with legal and tax professionals. Services include Social Security planning, annuity and fixed insurance product analysis, long-term care strategies, and estate alignment; the firm charges a $50 fee for Medicare prescription coverage reviews.

Oklahoma City, Oklahoma

A-Team Financial Investments offers investment management and insurance analysis services to clients in Oklahoma City on a fee-based model with no account minimums. The firm conducts initial consultations at no charge and works with clients to develop investment strategies aligned with their risk tolerance and goals, with semi-annual review meetings recommended. The team is fully licensed and credentialed, emphasizing transparency and personalized service in its advisory approach.

East Peoria, Illinois

Monferdini & Dirks Wealth Management, based in East Peoria, Illinois, provides financial planning, investment management, retirement planning, and insurance analysis services. The firm works through a three-step process—discovery of client circumstances and goals, creation of a financial strategy aligned with time horizon and risk tolerance, and ongoing execution and monitoring. The team comprises industry professionals with combined experience serving clients across various backgrounds and experience levels.

Marshall, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Marshall, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Reidsville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Reidsville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 4 Google reviews.

Wichita, Kansas

Insurance-Based

Gary Myers, Financial Professional - New York Life is an insurance-based firm in Wichita, Kansas. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Reston, Virginia

Financial Growth Partners is an investment advisory firm in Reston, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Opelika, Alabama

Victor 4 Advice, based in Opelika, Alabama, offers financial planning, insurance analysis, and retirement planning services with a focus on insurance and retirement strategies. The firm emphasizes safe-money concepts and the use of cash value life insurance and fixed indexed annuities as core planning tools, positioning these instruments as alternatives to market-based investing. The practice centers on debt elimination, wealth building, and generating guaranteed lifetime retirement income, with an educational approach to financial literacy for individuals, families, and business owners.

Vienna, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Vienna, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Brandon, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Brandon, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Herrin, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Herrin, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

St Joseph, Missouri

Insurance-Based

Thomas Tewell, Financial Advisor - Eagle Strategies is an insurance-based firm in St Joseph, Missouri. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Bettendorf, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bettendorf, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning.

Loveland, Colorado

Kevin Dunnigan and Hayden Lowry, both CFP® professionals, offer financial planning, retirement planning, insurance analysis, and investment management services from their Loveland office, where they have operated since 1984. The firm addresses insurance planning as a specialty and coordinates with local CPAs and attorneys for tax planning and legal services when needed. They serve individual clients seeking comprehensive financial guidance and retirement strategies.

Pinehurst, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Pinehurst, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Pocatello, Idaho

Evergreen Financial Partners is a fiduciary-based wealth management firm serving clients in Idaho with expertise in financial planning, retirement planning, estate planning, investment management, and life insurance analysis. The firm emphasizes personalized guidance based on individual goals and risk tolerance, with a stated commitment to building long-term client relationships through open communication.

Huntersville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Huntersville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Rochester, Minnesota

EFS Advisors' Rochester team provides financial planning, investment management, and insurance analysis with a focus on retirement planning and educator clients in Southeast Minnesota. The firm serves clients across retirement, savings, insurance, college funding, and debt management, and monitors employer-sponsored retirement plans on an ongoing basis. The team includes advisors with backgrounds in education and financial services, including one with over 20 years of teaching experience.

North Las Vegas, Nevada

Battle Born Financial Advisor & Health Insurance Brokerage is an investment advisory firm in North Las Vegas, Nevada. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in Debt Management and Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open four days a week.

Albany, New York

Insurance-Based

The Di Bella Financial Group, LLC. is an insurance-based firm in Albany, New York. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Fort Wright, Kentucky

Western & Southern Life is an investment advisory firm in Fort Wright, Kentucky. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 12 Google reviews.

Kennett Square, Pennsylvania

Willow House Advisors is a financial advisory firm based in Kennett Square, Pennsylvania, offering financial planning and insurance analysis services. The firm's team has operated in Pennsylvania's financial services industry since 1971, evolving from earlier practices into its current structure. The firm emphasizes collaborative, ongoing client relationships organized around a planning process that integrates client values and objectives, and uses technology platforms like eMoney and Investor 360 to coordinate planning and account management.

Fairhope, Alabama

Roselyn Spaan operates Athena Wealth Strategies in Fairhope, Alabama, offering insurance analysis and planning services alongside broader financial guidance. The firm employs a protection-focused approach integrating retirement planning, wealth management, tax strategy, and risk management, delivered through in-person and secure digital meetings. Athena Wealth Strategies serves clients across state lines while maintaining a foundation in Alabama.

Farmville, Virginia

Insurance-Based

Northwestern Mutual is an insurance-based firm in Farmville, Virginia. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Batavia, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Batavia, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Las Vegas, Nevada

Strategic Wealth Design is an investment advisory firm in Las Vegas, Nevada. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Advisory services are available in English and Tagalog. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 26 Google reviews.

Lynchburg, Virginia

Loper Financial is an independent wealth management firm in Lynchburg, Virginia, serving individuals and families in the region and Smith Mountain Lake area. The firm offers financial planning, investment management, and insurance analysis, with particular expertise in insurance and retirement planning strategies. Led by owner Abe, a Certified Plan Fiduciary Advisor trained through Columbia University's Holistic Financial Coaching program, the firm operates under a fiduciary standard and partners with local CPAs and attorneys. The team includes financial advisors with backgrounds from Edward Jones and Wells Fargo, supported by an extended network through Blue Ridge Financial Partners and brokered by Equitable Advisors and LPL Financial.

Lexington, South Carolina

Independent RIA

CMC Wealth Management is an independent, SEC-registered investment advisory firm in Lexington, South Carolina, founded in 2019 by Charles M. Crouch, Jr., a Certified Financial Planner with over 25 years of industry experience. The firm provides financial planning, investment management, estate planning, insurance analysis, and retirement planning services, with particular expertise in retirement income strategy, divorce financial planning, and risk management. Operating on an asset-based fee model as a fiduciary, CMC Wealth Management emphasizes transparent communication and a holistic planning approach with ongoing monitoring.

Coralville, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Coralville, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4.6-star rating from 14 Google reviews.

Yakima, Washington

Insurance-Based

Rogers Financial Group, based in Yakima, Washington, provides financial planning and insurance analysis services with a focus on insurance planning. The firm offers two engagement models: Targeted Solutions for single-issue planning and Life Plans for comprehensive planning covering cash flow, retirement projections, investment strategy, insurance optimization, estate planning, and business planning where applicable. Clients work through an iterative process that includes initial discovery, plan presentation with real-time feedback options, implementation support, and ongoing periodic reviews.

West Des Moines, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in West Des Moines, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3.7-star rating from 3 Google reviews.

Tyler, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Tyler, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Upper Marlboro, Maryland

Professional Group Inc., based in Upper Marlboro, Maryland, has operated for 45 years providing financial planning, investment management, and insurance analysis services to individuals and business owners. The firm conducts comprehensive financial assessments, identifies client priorities, and implements plans across retirement rollovers, IRA transfers, and insurance programs including group health, life, disability, and business coverage. They also address business-specific needs such as buy-sell agreements, key-person insurance, and executive deferred compensation, and welcome collaboration with clients' existing advisors.

Bloomington, Illinois

Insurance-Based

Northwestern Mutual - Bloomington is an insurance-based firm in Bloomington, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

New Providence, New Jersey

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients in the greater Union County area of New Jersey and surrounding regions. The firm offers estate planning, financial planning, insurance analysis, investment management, retirement planning, and tax planning services. Operating from New Providence, Modera provides personalized wealth management guidance with a focus on disciplined investing and comprehensive financial planning for clients managing significant wealth or navigating complex financial situations.

Albert Lea, Minnesota

Fountain Wealth Advisors is an investment advisory firm in Albert Lea, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Fayetteville, New York

Insurance-Based

Murphy Financial Group, based in Fayetteville, New York, is an insurance-focused financial advisory practice operated by Michael P. Murphy (a New York Life Agent since 1985) and Andrew M. Murphy (who joined in 2017). The firm provides financial planning, insurance analysis, and insurance planning services to business owners, professionals, and retirees, drawing on over three generations of family involvement in wealth management. Both principals hold affiliations with Eagle Strategies LLC and leverage access to New York Life's Advanced Planning Group for estate, business, and life insurance planning support.

Camp Hill, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Camp Hill, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended.

Toledo, Ohio

Insurance-Based

Northwestern Mutual Toledo is an insurance-based firm in Toledo, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 24 Google reviews.

Platteville, Wisconsin

Tim Zauche - Thrivent is an investment advisory firm in Platteville, Wisconsin. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Beavercreek, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Beavercreek, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office is open five days a week. It holds a 4.2-star rating from 10 Google reviews.

Greenville, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Greenville, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Wayland, Massachusetts

Asset Strategy is an independent, fee-based wealth management firm serving individuals, families, business owners, and retirees from its Wayland, Massachusetts base. Operating for over 35 years, the firm provides investment management, financial planning, insurance analysis, retirement planning, and tax planning services, with a stated fiduciary-first approach. The firm also serves corporate and nonprofit retirement plan sponsors. Asset Strategy operates as part of a network of affiliated companies across New England.

Ellicott City, Maryland

Hunjeong Song (송훈정) Financial Advisor / 재정상담 is an investment advisory firm in Ellicott City, Maryland. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office is open daily.

Libby, Montana

Glacier Peak Wealth Management is an independent investment advisor based in Libby, Montana, operating through broker/dealer LPL Financial. The firm provides financial planning, investment management, and insurance analysis to individuals, families, and business owners, with specific offerings in retirement planning, education savings accounts, life insurance evaluation, and estate planning services.

Santa Fe, New Mexico

Insurance-Based

Northwestern Mutual is an insurance-based firm in Santa Fe, New Mexico. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Ridgeland, Mississippi

Oakmont Financial Partners is an investment advisory firm in Ridgeland, Mississippi. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mandan, North Dakota

Lux Wealth Advisors, based in Mandan, North Dakota, provides financial planning and insurance analysis services to clients nationwide. Founded by David Wald, the firm emphasizes a relationship-focused approach to planning that incorporates goal-setting, risk assessment, and comprehensive financial services spanning wealth management, retirement planning, insurance, estate planning, and tax planning.

Houston, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Houston, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Gothenburg, Nebraska

Spencer Insurance and Investments, Inc., located in Gothenburg, Nebraska, provides insurance analysis and planning services alongside investment guidance grounded in faith-based principles. The firm works with individuals and families to develop financial strategies that align with their values and long-term objectives, offering personalized attention and proactive follow-up to help clients address their financial goals.

Dearborn, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Dearborn, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. It holds a 5-star rating from 1 Google review.

Howell, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Howell, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 1 Google review.

Granville, Ohio

Insurance-Based

Northwestern Mutual is an insurance-based firm in Granville, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Creve Coeur, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Creve Coeur, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.3-star rating from 3 Google reviews.

Hastings, Nebraska

Principal Financial Group is a Hastings, Nebraska-based firm offering insurance analysis and investment management services, with a focus on insurance planning. The firm, led by Cameron Brei and Bill Sabatka, provides education and resources on insurance, investing, retirement, estate planning, and wealth preservation strategies.

Rapid City, South Dakota

Insurance-Based

Northwestern Mutual - Rapid City is an insurance-based firm in Rapid City, South Dakota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Hinsdale, Illinois

Insurance-Based

Northwestern Mutual is an insurance-based firm in Hinsdale, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Sibley, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sibley, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Bismarck, North Dakota

Tom Reim Agency, operating since 1979 in Bismarck, North Dakota, provides insurance planning and analysis focused on life insurance, long-term care, and annuities for individuals, farm and ranch families, and small business owners. The firm's principal, Tom Reim, holds a Securities License (since 1991) and is supported by licensed insurance agent Bill. The agency structures policies to address estate planning needs, business succession, long-term care funding, and legacy goals across North Dakota and surrounding regions.

Cordova, Tennessee

Your Family Matters is a registered investment adviser in Cordova, Tennessee, operating on a fiduciary basis. The firm provides financial planning, investment and retirement guidance, estate planning and will/trust services, tax preparation and bookkeeping for individuals and small businesses, and life insurance and annuity products, with licensing across Tennessee, Missouri, Mississippi, Arkansas, and Alabama.

Manchester, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Manchester, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Naperville, Illinois

Platinum Financial Associates, Inc. is an investment advisory firm in Naperville, Illinois. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 2 Google reviews.

Long Beach, California

Serenity Wealth Management is an investment advisory firm in Long Beach, California. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 13 Google reviews.

San Jose, California

Sun Wealth Advisor of LPL Financial, based in San Jose, California, provides retirement planning, financial planning, investment management, estate planning, and insurance analysis services to individuals and families. The firm follows a three-step approach: clarifying client goals, developing personalized strategies, and providing ongoing adjustments as circumstances evolve. Insurance planning and retirement planning are key specialties, with a focus on helping clients build confidence in their long-term financial position.

Brewer, Maine

Northpoint Financial is an investment advisory firm in Brewer, Maine. Services include Financial Planning, Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Stafford, Virginia

ILG Financial is a wealth management and retirement planning firm based in Stafford, Virginia, serving the Northern Virginia and Fredericksburg regions for more than a decade. The firm offers insurance analysis and planning services, with a stated approach centered on three core areas: income, legacy, and growth. ILG works with clients to develop retirement strategies and help them sustain their lifestyle throughout retirement.

Durham, North Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Durham, North Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Decorah, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Decorah, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Williamsport, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Williamsport, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Columbia, South Carolina

CKS Insurance Group is an investment advisory firm in Columbia, South Carolina. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Tipp City, Ohio

Wealth Management Group, Inc. is an independently owned financial services firm in Tipp City, Ohio, with more than 30 years of experience. The firm offers financial planning, investment management, and insurance analysis, with a focus on insurance planning for individuals and small business owners. WMG provides impartial advice as part of its core approach to client engagement.

Cincinnati, Ohio

Nova Capital is an investment advisory firm in Cincinnati, Ohio. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 27 Google reviews.

Amarillo, Texas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Amarillo, Texas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Mashpee, Massachusetts

Orchard Financial Strategies & Insurance Services, based in Mashpee, Massachusetts, is led by Brendan Geggatt and provides insurance analysis and financial planning services. The firm works with busy professionals through a structured discovery and planning process, offering protection analysis (life, disability, and long-term care insurance), retirement planning, investment management, and estate planning guidance. The advisor is registered as a New York Life Agent and NYLIFE Securities Representative.

Charlotte, North Carolina

Fee-Only

Modera Wealth Management is an independently owned, fee-only fiduciary firm serving clients throughout the greater Charlotte area and nearby regions. The firm offers financial planning, investment management, retirement planning, tax planning, estate planning, and insurance analysis. With a focus on personalized service, the firm works with clients on comprehensive financial strategies and specific life events, operating multiple office locations across North Carolina and South Carolina.

Fayette, Iowa

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fayette, Iowa. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Denver, Colorado

Insurance-Based

Northwestern Mutual - Denver is an insurance-based firm in Denver, Colorado. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Lexington, Kentucky

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lexington, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Jackson, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jackson, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Eureka, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Eureka, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Leesburg, Virginia

Fellows Financial Group is an investment advisory firm in Leesburg, Virginia. Services include Insurance Analysis. The firm specializes in Insurance Planning. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Covina, California

Insurance-Based

Northwestern Mutual is an insurance-based firm in Covina, California. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Encino, California

PREMIER FINANCIAL TAX & ACCOUNTING SERVICES is an Encino-based accounting and tax firm founded in 2004 by Archie Garga-Richardson, a financial accountant with over 24 years of experience in financial accounting and ten years in taxation. The firm serves sole proprietors, entrepreneurs, self-employed individuals, and small business owners across Southern California and nationwide, offering tax preparation, accounting, bookkeeping, financial planning, payroll processing, and financial advisory services. Services are delivered onsite, remotely, or through nationwide coverage, with a stated approach focused on personalized assessment of each client's needs and year-round partnership.

Kingsport, Tennessee

Insurance-Based

Northwestern Mutual is an insurance-based firm in Kingsport, Tennessee. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Loveland, Colorado

Insurance-Based

Northwestern Mutual is an insurance-based firm in Loveland, Colorado. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Glastonbury, Connecticut

KW Wealth Management Group is an investment advisory firm in Glastonbury, Connecticut. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Ruston, Louisiana

ELM Financial is a Ruston-based financial advisory practice run by Luke Madden, a financial advisor with over 20 years in insurance and financial services who holds FINRA Series 7, 65, and 63 registrations. The firm provides insurance analysis and planning services, along with broader financial guidance on tax, cash flow, estate strategies, and investment matters to families, professionals, and business owners. The practice is supported by a team including licensed administrators Pierson McDonald and Ben Smiley, and emphasizes a values-driven planning process that combines detailed financial analysis with plain-language recommendations.

Huntsville, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Huntsville, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Louisville, Kentucky

Yancey & Associates Wealth Management is an investment advisory firm in Louisville, Kentucky. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Tiffin, Iowa

Legacy Wealth Management, based in Tiffin, Iowa, provides financial planning, investment management, and insurance analysis services to clients seeking customized guidance. The firm operates on a fee-only basis and offers a structured planning process centered on discovery, analysis, recommendation, and execution. Services include retirement planning, risk management, and tax-focused strategies designed to support clients' financial objectives.

Meridian, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Meridian, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Caro, Michigan

Clear Strategy is a financial planning and investment advisory firm operating through Osaic Wealth, Inc. (member FINRA/SIPC) that offers retirement planning, college funding strategies, estate planning, tax planning, and investment management across various account types including IRAs, managed accounts, and annuities. The firm also provides insurance analysis services, including health and life insurance offerings, and positions itself as independent representatives serving clients across multiple states.

St Johnsbury, Vermont

OneDigital is an insurance advisory firm based in St Johnsbury, Vermont, offering insurance analysis and planning services for both business and personal clients. The firm provides property and casualty solutions to help organizations assess risks and manage exposures, along with personal insurance coverage options including home, auto, and umbrella policies. OneDigital maintains full-time licensed claims specialists available during business hours and through 24-hour service to assist clients with claim resolution and advocacy with their insurers.

Westminster, Maryland

Cecil Wealth LLC provides financial planning, investment management, retirement planning, and tax planning services to clients in Westminster, Maryland. The firm emphasizes a consultative approach beginning with a complimentary assessment, followed by plan development and ongoing quarterly reviews. Investment portfolios are constructed using low-cost, broadly diversified vehicles with tax-efficient asset allocation, and the firm discloses all compensation in advance without offering proprietary products.

Birmingham, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Birmingham, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

New York, New York

Eveready Financial is an investment advisory firm in New York, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 33 Google reviews.

Leawood, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Leawood, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Winona, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Winona, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Riverton, Wyoming

Insurance-Based

Northwestern Mutual is an insurance-based firm in Riverton, Wyoming. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 4-star rating from 1 Google review.

Watertown, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Watertown, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Seattle, Washington

Insurance-Based

Salix Capital is an insurance-based firm in Seattle, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Joseph, Michigan

Clear Harbor Financial Planning, based in St Joseph, Michigan, provides financial planning, investment management, and insurance analysis services with a focus on insurance planning. The firm works with clients to assess their personal circumstances and goals, taking a collaborative approach to develop individualized financial strategies.

Ford City, Pennsylvania

Insurance-Based

Ruby Financial Group, based in Ford City, Pennsylvania, provides financial planning and insurance analysis services with a focus on insurance planning. The firm offers both targeted purpose-driven services—such as net worth summaries, investment evaluations, and protections reviews—and comprehensive financial planning that addresses tax strategy, retirement projections, investment management, estate planning, and risk management. Partnered with New York Life, the firm delivers personalized guidance through a multigenerational team approach, combining technology platforms with advisor collaboration to coordinate clients' financial affairs around their stated goals and values.

Pittsburgh, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Pittsburgh, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Jackson, California

Primerica Financial Services, operating from Jackson, California, is a financial services firm offering insurance analysis, investment management, and insurance planning through its broker-dealer PFS Investments Inc. The firm provides access to mutual funds, annuities, managed investments, and retirement account options including IRAs, 403(b) plans, and employer retirement plans, partnering with major investment companies such as Fidelity, American Funds, and Franklin Templeton. Sharon Cassella, a Regional Vice-President with life insurance and mortgage licensing, has been with the firm since 2004 and operates under a goals-based investing approach focused on emergency funds, long-term investing, and retirement income preparation.

Columbus, Indiana

Insurance-Based

Northwestern Mutual is an insurance-based firm in Columbus, Indiana. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Mankato, Minnesota

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mankato, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. It holds a 4.3-star rating from 6 Google reviews.

Fly Creek, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fly Creek, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Middleton, Wisconsin

Insurance-Based

Northwestern Mutual is an insurance-based firm in Middleton, Wisconsin. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 4.6-star rating from 47 Google reviews.

Stansbury Park, Utah

Allegis Financial Partners - Jimmy Searle is an investment advisory firm in Stansbury Park, Utah. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in College Savings and Insurance Planning. The office is open daily.

Pittsburgh, Pennsylvania

Independent RIA

Ifft & Palmer Associates is an independent insurance agency based in downtown Pittsburgh, founded in 1969, serving businesses, corporations, non-profits, and individuals with personal and commercial insurance, employee benefits, and private client services. As an independent firm not bound to any single carrier, the agency works with a network of insurance providers to offer property, liability, and risk management solutions. The firm serves a range of client types including professional organizations and families seeking customized coverage.

Rialto, California

Independent RIA

Valores Latinos Inc, operating as a DBA of Global Financial & Associates Inc, is an independent registered investment advisor in Rialto, California that serves Hispanic communities with insurance analysis, tax planning, and insurance planning services. The firm acts as a fiduciary and offers guidance on income tax matters, life insurance, retirement planning, and related financial services. The principal holds life insurance licenses in California, Texas, and Nevada, along with income tax certification and notary credentials.

Phoenix, Arizona

Velocity Wealth Management, LLC is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 40 Google reviews.

Palatine, Illinois

Brett Riekena is a CFP® advisor with COUNTRY Financial in Palatine, Illinois, offering insurance analysis and planning services. As part of the COUNTRY Financial organization, he works with the firm's affiliated trust bank and investment management division, which holds broker-dealer registration through COUNTRY Capital Management Company and provides investment advice, financial planning, retirement planning, and trust services alongside insurance product offerings.

Knoxville, Tennessee

Bank-Affiliated

Banker Brokers is a bank-affiliated financial advisory firm in Knoxville, Tennessee, offering financial planning, insurance analysis, and retirement planning services. Led by Scott Smith, the firm focuses on retirement planning and insurance protection strategies for individual clients. The firm takes a process-oriented approach, beginning with an assessment of existing retirement savings, family obligations, and future financial needs.

Sac City, Iowa

Innovative Financial Solutions Group - Alexa Lenhart is an investment advisory firm in Sac City, Iowa. Services include Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Farmington, Connecticut

Independent RIA

Konner Claywell is an independent registered investment advisor and licensed insurance broker based in Farmington, Connecticut, offering retirement planning, investment management, and insurance analysis. The firm works with clients to develop personalized retirement strategies that address savings, investments, and income planning. Claywell holds the Chartered Life Underwriter (CLU) credential.

New York, New York

Insurance-Based

Mark Martiak Financial Advisor | Accredited Investment Fiduciary® Prudential Advisors is an insurance-based firm in New York, New York. It acts as a fiduciary. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Advisory services are available in English, Chinese, and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Troy, Michigan

The Burzynski Group is a family-owned firm in the Troy, Michigan area that has served Metro Detroit families for over three decades, focusing on financial planning, insurance analysis, and retirement planning. The firm works with individuals approaching or in retirement to develop income and preservation strategies using their Roadmap for Retirement process. Led by Brett Burzynski, the firm emphasizes fee transparency and operates independently to offer customized products and services for retirement-focused clients.

Red Bank, New Jersey

Bank-Affiliated

The Lynch Financial Group is a bank-affiliated financial advisory firm based in Red Bank, New Jersey, offering financial planning, investment management, and insurance analysis services with a focus on insurance planning. Operating with a fiduciary responsibility to clients, the firm addresses retirement planning across life stages, including strategies related to tax optimization, asset protection, and legacy planning. The firm serves individuals, families, and businesses throughout New Jersey and has received a 5-star rating on Google reviews.

Reno, Nevada

Insurance-Based