Section: Find an Advisor

Find an Advisor

Complete List of Offices

  • Alabama

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

  • Arizona

    Southwest Region
    7975 North Hayden Road Suite B200
    Scottsdale, AZ, 85258
    602-926-7376
    Contact Name: Gary Johanson - Regional Director

  • California

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

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

    Penn Mutual Northern California Agency
    3 Lagoon Drive Suite 280
    Redwood Shores, CA, 94061
    650-591-9000
    Contact Name: Stephen Levy - Managing Partner

    Penn Mutual Northern California Agency
    5000 Executive Parkway Suite 495
    San Ramon, CA, 94583
    650-591-9000
    Contact Name: Stephen Levy - Managing Partner

    Pacific Region - Northern and Central California
    Northern and Central California
    El Dorado Hills, CA, 95762
    916-792-4309
    Contact Name: Craig Rogers - Regional Marketing Director

  • Connecticut

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

  • Delaware

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

    Aspirewealth Planners
    131 Contiental Drive Suite 109
    Newark, DE, 19713
    410-821=2920
    Contact Name: David LaBricciosa - Managing Partner

  • Florida

    Gulf States Region
    7335 West Sand Lake Road Suite 340
    Orlando, FL, 32819
    321-754-1606
    Contact Name: Frank Howell - Regional Director

    Penn Mutual Florida Atlantic Agency
    2424 N. Federal Highway Suite 318
    Boca Raton, FL, 33431
    561-314-3100
    Contact Name: Lawrence Adkins - Managing Partner

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

  • Georgia

    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 - Atlanta Regional Office
    11300 Johns Creek Parkway Suite 300
    Johns Creek, GA, 30097
    678-281-8400
    Contact Name: Tomas Parks - Managing Director

    Southeastern Region
    225 TownPark Drive, Suite 430
    Kennesaw, GA 30144
    800-262-7366
    Contact: Susan M. Anthony - Regional Director

  • Illinois

    The Chicago Agency
    8770 West Bryn Mawr Ave Suite 1200
    Chicago, IL 60631
    773-380-8000

    The Chicago Agency
    18401 Maple Creek Dr, Suite 500
    Tinley Park, IL  60477
    708-845-5888

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

  • Kansas

    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

  • Maryland

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

  • Massachusetts

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

    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

  • Missouri

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

  • Michigan

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

  • New Jersey

    1847Financial-Cherry Hill
    1010 Kings Highway South Building 1 East Winger
    Cherry Hill, NJ, 8034
    717-396-9560
    Contact Name: James Meehan - Managing Partner

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

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

    Primary Financial Group
    110 Fieldcrest Avenue Suite 20
    Edison, NJ, 8837
    732-225-0777
    Contact Name: Edward P. Barrett, Managing Partner

    Primary Financial Group
    222 New Road Suite 201
    Linwood, NJ, 8837
    732-225-0777
    Contact Name: Edward P. Barrett, Managing Partner

  • New York

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

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

    Life Planning Group - Hauppauge District Office
    102 Motor Parkway Suite 550
    Hauppauge, NY, 11788
    631-265-6100
    Contact Name: Peter Owh - Sales Manager

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

    Empire Wealth Strategies - Rochester District Office
    400 Andrews Street Suite 402
    Rochester, NY, 14604
    585-325-1010
    Contact Name: Carla Britz - Office Contact

  • North Carolina

    Navigon Financial Group Inc. - Greensboro District Office
    3816 North Elm Street Suite A
    Greensboro, NC, 27455
    336-379-8207
    Contact Name: Graham Self - Managing Partner

    Navigon Financial Group Inc - Morrisville Office
    3025 Carrington Mill Blvd Suite 150
    Morrisville, NC, 27560
    919-947-6235
    Contact Name: Graham Self - Managing Partner

    Penn Mutual Charlotte
    2101 Rexford Road Suite 150 East
    Charlotte, NC, 28211
    704-362-6780
    Contact Name: Joseph Milano - Managing Partner

  • Ohio

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

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

    Bridge Financial Group
    Hosbrook Road Suite 300
    Cincinnati, OH, 45236
    513-891-2005
    Contact Name: Thomas Wilson - Sales Manager

  • Oklahoma

    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 Suite 404
    Oklahoma City, OK, 73120
    405-286-1500
    Contact Name: Michael K. Hulse - Managing Partner

  • Oregon

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

  • Pennsylvania

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

    1847Financial-Lancaster
    1525 Oregon Pike, Ste 1501
    Lancaster, PA  17601
    717-396-9560
    Contact Name: James Meehan - Managing Partner

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

  • Tennessee

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

  • Texas

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

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

    Texas Region - Penn Mutual
    17300 Dallas Parkway Suite 2080
    Dallas TX  75248
    800-999-2525
    Contact: Barry Ward - Field Marketing Manager

  • Utah

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

    Cambridge Financial Center
    1173 South 240 West Building 2
    Saint George, UT, 84770
    435-674-7744
    Contact Name: Monty R. Andrus - Managing Partner

    Cambridge Financial Center
    1957 West Royal Hunt Drive Suite 200
    Cedar City, UT, 84720
    801-586-4300
    Contact Name: Monty R. Andrus - Managing Partner

    Cambridge Financial Center
    859 North 900 West
    Orem, UT, 84057
    801-331-7800
    Contact Name: Monty R. Andrus - Managing Partner

    Cambridge Financial Center - Clearfield District Office
    1785 East 1450 South Suite 390
    Clearfield, UT, 84015
    801-784-5200
    Contact Name: Howard McRoberts - Sales Manager

  • Virginia

    Navigon Financial Group Inc - Mechanicsville Office
    10326 Grendel Court
    Mechanicsville, VA, 23166
    804-955-8530
    Contact Name: Graham Self - Managing Partner

  • Washington

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

    Pacific Capital Resource Group
    1601 Fifth Avenue Suite 2000
    Seattle, WA, 98101
    206-332-7020
    Contact Name: Zachary Meissner - Sales Manager

    Pacific Region - Southern Washington
    Southern Washington
    Camas, WA, 98607
    503-444-1238
    Contact Name: Wayne Smith - Regional Marketing Director

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