M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same. Find the firm that’s right for your needs below.
1776 Advisor Group
CapFinancial Partners, LLC
Advanced Life Insurance Strategies, Inc.
AEM Partners, LLC
Alkeme Insurance
Mogul Insurance Agency, Inc.
Alliance Financial Consultants, Inc.
Alvarez Group, Private Client LLC, The
Valley Financial Solutions
2847 Penn Forest Blvd. Suite 100 Roanoake, VA 24018
37.2224387
-79.9896336
BFA Wealth Partners
BFA Capital Partners, LLC
6406 Ivy Lane, Suite 220 Greenbelt, MD 20770
39.0094016
-76.8952806
Valley Forge Financial Group, Inc.
2500 Monroe Boulevard, Suite 100 Audubon, PA 19403
40.1201184
-75.4160160
DBP Wealth Advisory Group LLC
1007 Broadway Highland, IL 62249
38.7395892
-89.6786029
GDK & Company
Greenwald Underwriting Associates
5771 Mayfair Road North Canton, OH 44720
40.9135311
-81.4219533
Robinson Financial Group, Inc., The
8833 Gross Point Road Suite 200 Skokie, IL 60077
42.0417141
-87.755268
VISO Insurance Services, LLC
2 Southgate Street Atherton, CA 94027
37.4619529
-122.2066067
Alvarez Group, Private Client LLC, The
One Westminster Place Suite 110 Lake Forest, IL 60045
42.2535051
-87.8420607
Wealth Preservation Partners, LLC
90 Hopmeadow Street Weatogue, CT 06089
41.828831
-72.82272189999999
Rohe Levy Financial and Insurance Services, Inc.
3131 Camino Del Rio North Suite 415 San Diego, CA 92108
32.7750480
-117.1273564
Legacy Wealth LLC
683 Bielenberg Drive Suite 101 Woodbury, MN 55125
44.9388501
-92.9522121
Morgan Advisory Group
2101 East Coast Highway Suite 120 Corona Del Mar, CA 92625
33.6060809
-117.8769473
Madison Legacy Partners, LLC
28 Franklin Place Floor 1 Morristown, NJ 07960
40.79380175
-74.4716854
Houghton Financial Partners, LLC
210 North Campbell El Paso, TX 79901
31.76097589999999
-106.4847964
Sierra Legacy Group
Grenert Financial Group, LLC
C/O 6424 E. Greenway Parkway Suite 100 Scottsdale, AZ 85254
33.626265
-111.9421726
TCS Insurance Agency, Inc.
100 Smith Ranch Road, Suite 340 San Rafael, CA 94903
38.0192932
-122.5339439
Byron Financial Insurance Services, LLC
1515 Mockingbird Lane, Suite 400 Charlotte, NC 28209
35.1676741
-80.8490123
OneTeam Financial, LLC
331 Newman Springs Road Building 1, Suite 107 Red Bank, NJ 07701
40.334895
-74.095479
JKJ Financial Services
SDM, Inc.
109 Pheasant Run Newtown, PA 18940
40.2259434
-74.9142092
Doerschler & Associates Wealth Management, LLC
54870 N. Main Street Mattawan, MI 49071
42.2194047
-85.7857523
Crescent Wealth Advisory
Crescent Wealth Management, Inc.
200 Galleria Parkway Suite 1880 Atlanta, GA 30339
33.8861105
-84.4635494
BoliColi
GW Financial, LLC
222 Rosewood Drive 10th Floor Danvers, MA 01923
42.5640008
-70.9833095
Chaffee & Associates LLC
11100 Wayzata Boulevard Suite 220 Minnetonka, MN 55305
44.973593
-93.41812399999999
Strategic Advisor Group
CapFinancial Partners, LLC
600 Hamilton Street Suite 900 Allentown, PA 18101
40.6026209
-75.4701408
Erben Associates, LLC
300 Beardsley Lane Suite D-200 Austin, TX 78746
30.3132976
-97.8541355
Pillar International Insurance Advisors, LLC
600 University Street Suite 2800 Seattle, WA 98101
47.610152
-122.332363
Capital Strategies Group, Inc.
850 Shades Creek Parkway Suite 300 Birmingham, AL 35209
33.4760092
-86.7648189
Burgess Group, Inc., The
103 Social Hall Avenue Salt Lake City, UT 84111
40.7685248
-111.8879678
Swartzbaugh-Farber & Associates, Inc.
Financial Plaza 9140 West Dodge Road Suite 418 Omaha, NE 68114
41.2642531
-96.05471999999999
Golconda Partners, LLC
550 5th Avenue 11th Floor New York, NY 10036
40.7559959
-73.9796259
Chernoff Diamond & Co., LLC
725 RXR Plaza East Tower Uniondale, NY 11556
40.7198632
-73.5832705
Greenberg, Wexler & Eig, LLC
7315 Wisconsin Avenue, Suite 250 E Bethesda, MD 20814
38.9827812
-77.0928538
Professional Financial Services, Inc.
607 San Marino Drive Lady Lake, FL 32159
26.111908
-80.38332779999999
Tenzing Insurance Strategies
Tenzing Advisors, LLC
20 Pickering Street Needham, MA 02492
42.2799771
-71.2368746
Gideon Strategic Partners, LLC
2049 Century Park East, Suite 1940 Los Angeles, CA 90067
34.0588308
-118.4130986
Mezrah Financial
Leon M. Mezrah & Associates, Inc.
5350 West Kennedy Boulevard Tampa, FL 33609
27.9445499
-82.5339584
Wallace Advisory Group
Wallace Financial & Insurance Solutions
3658 Mt. Diablo Boulevard Suite 225 Lafayette, CA 94549
37.8911416
-122.1276852
Greenberg & Rapp Financial Group, Inc.
1776 On The Green 67 East Park Place Suite 750 Morristown, NJ 07960
40.7983182
-74.4802395654994
Waxman Lawson Financial
2314 Woodlawn Boulevard Austin, TX 78703
30.2912102
-97.758180
Worth Corporate Planning, LLC
One N. Clematis Street Suite 305 West Palm Beach, FL 33401
26.7139127
-80.0498996
Heritage Strategies, LLC
135 Crossways Park Drive Suite 402 Woodbury, NY 11797
40.8082946
-73.48619169999999
MBL Advisors Inc.
301 S. McDowell Street, Suite 1100 Charlotte, NC 28204
35.2182000
-80.8375725596834
