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Section: Find an Advisor

Find an Advisor

Complete List of Offices

1847Financial
161 Washington Street Suite 700
Conshohocken, PA, 19428
610-771-0800
Contact: James Meehan Managing Partner

1847Financial
1525 Oregon Pike, Ste 1501
Lancaster, PA  17601
717-396-9560
Contact Name: Randy Yetter
Sales Manager

1847Financial
1521 Concord Pike Suite 305
Wilmington, DE, 19803
302-655-7151
Contact: James Meehan Managing Partner

Lewis Agency
214 Overlook Circle Suite 120
Brentwood, TN 37027
615-515-0918
Contact Name: Dewane Lewis - Managing Partner

Life Planning Group - Hauppauge District Office
102 Motor Parkway, Ste 550
Hauppauge, NY 11788
631-265-6100
Contact: Peter Ganley - Managing Partner

National Legacy Group
210 Park Avenue
Florham Park, NJ 07932
973-538-9100
Contact Name: James Pierce - Managing Partner

Navigon Financial Group Inc.
1009 Slater Road
Durham,NC, 27703
919-941-6235
Contact Name: R. Graham Self - Managing Partner

Southeastern Region
225 TownPark Drive, Suite 430
Kennesaw, GA  30144
800-262-7366 or 770-649-8100
Contact: Susan Anthony

Penn Mutual Alabama Agency
1 Perimeter Park South, Ste 100
South Birmingham, AL, 35243
205-776-6651
Contact: Danny J. Noles

Southwest Region
7975 North Hayden Road, Suite B200
Scottsdale, AZ 85007
602-926-7376
Contact: Gary Johanson - Regional Director

Southwest Regional Office
7975 North Hayden Road Suite B200
Scottsdale, AZ, 85258
602-790-6467
Contact: Jason Willett, Regional Marketing Director

21st Century Financial
130 Springside Drive Suite 100
Akron, OH 44333
330-668-9065
Contact: Michael Sarver- Managing Partner

Bridge Financial Group
Hosbrook Road Suite 300
Cincinnati, OH 45236
513-891-2005
Contact: Patrick Wilson

Great Lakes Region
8501 W. Higgins Road, Suite 410
Chicago, IL 60631
800-607-3300
Contact: David M. Hansen - Regional Director

ARMOR Wealth Management, LLC
16479 Dallas Parkway
Addison,TX 75001
469-737-4000
Contact: Joseph R. Radovic, CLU, ChFC, CFP, MSFS – Managing Partner

The Heartland Group
26877 Northwestern Hwy, Suite 421
Southfield, MI 48033
248-327-3774
Contact: Sheldon Reid - Sales Manager

Cambridge Financial Center - Clearfield District Office
1785 East 1450 South, #390
Clearfield,UT, 84015
801-784-5200

Pacific Region
Northern California Territory
925-954-7172

Pacific Region
Orange/San Diego Territory
714-336-8208
Contact Name: Charles Santos, Regional Marketing Director

Penn Mutual Northern California Agency
3 Lagoon Drive #280
Redwood Shores, CA 94065
650-591-9000
Contact: Stephen Levy - Managing Partner

Penn Mutual Mid-Atlantic Region
1108 Bethlehem Pike Suite 1
Lower Gwynedd, PA 19002
800-477-4765
Contact: Frank Howell - Regional Director

Centra Financial Group
500 Linden Oaks, Suite 301
Rochester, NY 14625
585-899-1200
Contact Name: James Cerone - Managing Partner

New York Metro Region
103 Fairway Terrace
Mount Laurel, NJ 08054
800-723-7366
Contact: Thomas E. Daley - Regional Director

Penn Mutual - New England Region
16 East Washington Street Suite 206
North Attleboro, MA 02760
800-252-9222
Contact: Matthew Sullivan - Regional Director

AspireWealth Planners
4 North Park Drive
Suite 400
Hunt Valley, MD 21030
Contact: David LaBricciosa - Managing Partner

Navigon Financial Group Inc. - Greensboro District Office
3816 North Elm Street
Greensboro, NC 27455
336-379-8207
Contact Name: Rachael Crews

Penn Mutual Florida Atlantic Agency
2424 N Federal Highway, Suite #318
561-314-3100
Contact: Lawrence Adkins, Managing Partner

South Florida Region
7335 W. Sand Lake Road, Suite 340
Orlando, FL 32819
321-754-1606
Contact: Mike Siebecker Regional Director, Field Operations

Ohio Valley Region
36 East Seventh Street Suite 1620
Cincinnati, OH 45202
800-910-7366
Contact: William M. Gearhart - Regional Director

Schreck Financial Group
5940 East Central
Wichita, KS 67208
316-685-9296
Contact: D. Bruce Schreck - Managing Partner

1861 Wealth Advisors
7500 College Blvd #425
Overland Park, KS, 66210
913-242-6950
Contact Name: Scott Stone - Managing Partner

Penn Mutual - North Central Region
16090 Swingley Ridge Road
Chesterfield, MO 63017
636-530-7366
Contact: Larry VandeVen - Regional Director

Texas Region - Penn Mutual
17300 Dallas Parkway Suite 2080
Dallas TX  75248
800-999-2525
Contact: Bob Ricks - Regional Director

Wealth Development Strategies LLC
4203 Montrose Blvd, 5th Floor
Houston,TX 77006
713-561-8100
Contact: Cheryl Creuzot - Managing Partner

Pacific Region
16845 Von Karman Avenue, Suite 225
Irvine,CA 92606
949-754-1700
Contact: John R. McLean - Regional Director

Pacific Region
Los Angeles Territory
818-207-3930
Contact: Ronald Bertke - Regional Marketing Director

Pacific Capital Resource Group, Inc.
5335 Meadows Road - Suite 388
Lake Oswego, OR 97035
503-352-0618
Contact: Constantin Capellas - Sales Manager

Pacific Capital Resource Group, Inc.
10900 NE 8th Street Suite 1550
Bellevue, WA 98004
425-641-8788
Contact: Kurt D. Jonson - Managing Partner

21st Century Financial - Pittsburgh District Office
381 Mansfield Avenue, Suite 131
Pittsburgh, PA 15220
412-733-4000
Contact: Mark E. Vujevich - Sales Manager

Empire Wealth Strategies
2 Park Avenue Suite 300
New York, NY 10016
212-697-1355
Contact: Michael Kane - Managing Partner

Empire Wealth Strategies - Rochester District Office
400 Andrews Street Suite 402
Rochester, NY 14604
585-325-1010

Primary Financial
Raritan Plaza I - Raritan Center 110 Fieldcrest Ave, 3rd Floor
Edison, NJ 08818
732-225-0777
Contact: Edward P. Barrett, Managing Partner

Life Planning Group
333 Earle Ovington Blvd Suite 402
Uniondale, NY 11553
516-228-1000
Contact Name: Peter Ganley - Managing Partner

National Legacy Group - District Office
64 Danbury Road - Suite 301
Wilton, CT 06897
203-966-2636
Contact: James Pierce - Managing Partner

Concord Wealth Management
Two Adams Place, Suite 110
19 Granite Street
Braintree, MA 02184
617-986-6100
Contact: Matt Logan - Sales Manager

Concord Wealth Management
230 Third Avenue, 6th Floor
Waltham, MA  02451
781-966-2980
Contact: John Laurito - Managing Partner

21st Century Financial - Atlanta Regional Office
5607 Glenridge Drive Suite 750
Atlanta, GA, 30342
770-352-2200
Contact Name: Tomas Parks – Managing Director

21st Century Financial - Tampa Regional Office
600 North Westshore Boulevard
Suite 200
Tampa, FL, 33609
813-281-9200
Contact: Tomas Parks - Managing Director

21st Century Financial - Columbus District Office
3962 Brown Park Drive Suite G
Hilliard, OH 43026
614-534-1750
Contact: Jonathan Berniger - Sales Manager

The Heartland Group
8770 West Bryn Mawr Ave Suite 1200
Chicago, IL 60631
773-380-8000
Contact: Jonathan Corteen - Managing Partner

The Heartland Group
18401 Maple Creek Dr, Suite 500
Tinley Park, IL  60477
708-845-5888
Contact: Jonathan Corteen - Managing Partner

Premier Advisors Group
4111 S. Darlington Suite 800
Tulsa, OK 74135
918-664-6511
Contact: Michael K. Hulse - Managing Partner

Premier Advisors Group
10900 Hefner Pointe Drive
Oklahoma City, OK 73120
918-664-6511
Contacts: David Chaney and Michael Pender

Cambridge Financial Center
6440 South Wasatch Boulevard Suite 150
Salt Lake City, UT 84121
801-424-0020
Contacts: Monty R. Andrus - Managing Partner

Sterling Wealth Strategies
4250 Executive Square, Suite 500
San Diego,CA 92037
858-926-2650
Contact: Michael Geary - Managing Partner

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