National Scope. Local Service.

Alera Group combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. Our goal is to set a new, higher standard for the client experience by providing the combined resources, technical experience and best practices of a larger firm while delivering personal service and independent decision-making power of a local business. For more information on our firms, visit their websites linked below.

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Firm Name

Legacy Name

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A
A&B Insurance and Financial
- 1408 North Westshore Boulevard Suite 708, Tampa, FL 33607
- (813) 288-9500
Additional Locations
- A&B Insurance Financial Boca Raton Office
- 5550 Glades Rd. Suite 500 Boca Raton, FL 33431
- (561) 886-0215
- A&B Insurance Financial Sanford Office
- 795 Primera Blvd. Suite 1011 Lake Mary, FL 32746
- (407) 209-3335
- A&B Insurance Financial New Port Richey Office
- 5417 US Highway 19, Suite 106, New Port Richey, FL 34652
- (727) 849-9500
Advanced Benefit Strategies, Inc.
- 1595 Spring Hill Road, Suite 104W, Vienna, VA 22182
- (703) 866-8898
AIA, Alera Group
- 4550 Lena Drive, Mechanicsburg, PA 17055
- (717) 591-8280

Alera Group
- 3 Parkway North, Deerfield, IL, 60015
- (847) 457-3000
Additional Locations
- Chicago Office
- 200 West Monroe Street, Suite 2100, Chicago, IL 60606
Alera Group Nashville

Legacy Name: Virtus Benefits
- 2910 Sidco Drive, Nashville, TN 37204
- (615) 806-6293
Alera Group Northeast

Legacy Name: Benefit Planning Services, LLC
- 535 Connecticut Ave, Suite 502, Norwalk, CT 06854
- (203) 840-8877

Alera Group Northeast

Legacy Name: Aisling Partners
- 25 Harvard Street, Worcester, MA 01609
- (508) 799-9100
Alera Group Northeast

Legacy Name: C.M. Smith Agency, LLC
- 100 Pearl Street, Third Floor, West Tower, Hartford, CT 06103
- (860) 990-6400
Alera Group Northeast

Legacy Name: CBP
- 535 Connecticut Ave, Suite 502, Norwalk, CT 06854
- (800) 963-3771

Alera Group Northeast

Legacy Name: Lively Insurance
- 1141 South Street, Fitchburg, MA 01420
- (978) 534-5616
Alera Group Orange County

Legacy Name: Centennial
- 1500 Quail Street, Suite 100, Newport Beach, CA 92660
- (714) 740-1111
Alera Group Philadelphia

Legacy Name: Pentra, HealthFirst, Somerset, VantagePoint, Perspective Financial Group, and HR inTune
- Two Villanova Center, 795 East Lancaster Avenue, Suite 210, Villanova, PA 19085
- (610) 520-4900

Alera Group Pittsburgh

Legacy Name: CHS Alera Group
- 965 Greentree Road, Suite 310, Pittsburgh, PA 15220
- (412) 430-3070
AMCORP
- 3519 Paesanos Parkway Suite 106 San Antonio, TX
- (210) 490-7700
Ardent Solutions
- 14090 Southwest Freeway, Suite 200, Sugar Land, TX 77478
- (855) 770-4118

Ardent Solutions – Dallas
- 3100 Olympus Boulevard, Suite 550, Dallas, TX 75019
- (855) 770-4118
ARMS Insurance Group
- 965 Greentree Road, Suite 110, Pittsburgh, PA 15220
- (412) 835-9100
Armstrong/Robitaille/Riegle Business and Insurance Solutions
- 830 Roosevelt Avenue, Suite 200, Irvine, CA 92620
- (949) 381-7700

Austin & Co.
- 20 Corporate Woods Blvd, Albany, NY 12211, USA
- (518) 465-3591
Avon-Dixon Insurance Agency
- 28640 Marys Court Suite 100 Easton, MD 21601
- 410-822-0506
Additional Locations
- Freestate and Son
- 2977 4-H Park Road Suite 104 Centreville, MD 21617
- 410-758-0757
- Jack Martin & Associates
- 135 Old Solomons Island Road Annapolis, MD 21401
- 410-626-1000
- Elliott Wilson Insurance Agency
- 28640 Marys Court Suite 100 Easton, MD 21601
- 410-820-7797
Axis Benefits Consultants, A Division of GCG Financial
- 1901 BUTTERFIELD ROAD, STE 200, DOWNERS GROVE, IL 60515
- (630) 325-3160

B
Bailey & Company Benefits Group
- The Baldwin Center, 625 Eden Park Drive, Suite 250, Cincinnati, OH 45202
- (513) 579-9800
Barnes Insurance and Financial Services
- 1582 Airport Boulevard, Pensacola, FL 32504
- (850) 473-1500
Additional Locations
- Fort Walton Beach Office
- 327 Racetrack Road Northeast, Suite B, Fort Walton Beach, FL, 32547
- (850) 586-7766
Beacon Retiree Benefits Group, LLC (BRBG)
- Clock Tower Square, 710 Main Street, Suite 10, Plantsville, CT 06479
- (860) 621-5071

Benefit Advisors Network (BAN)
- 6830 Cochran Road, Solon, OH 44139
- (440) 528-0305
Benefit Commerce Group
- 14300 North Northsight Boulevard, Suite 221, Scottsdale, AZ 85260
- (480) 515-5010
Benefit Plan Strategies
- 5314 South Yale Avenue, Suite 601, Tulsa, OK 74135
- (918) 398-2600

Benico, Ltd.
- 11715 East Main Street, Huntley, IL 60142
- (847) 669-4800
Broad Reach Benefits
- 30 Cook Plaza, Suite 200, Madison, NJ 07940
- (800) 272-1144
Burnham Benefit Advisors
- 2038 Saranac Avenue, Lake Placid, NY 12946
- (518) 523-8100

C
Champion Benefits
- 1455 Lincoln Parkway, Suite 100, Atlanta, GA 30346
- (770) 395-6710
Comprehensive Benefit Administrators
- 120 Longwater Drive, Suite 102, Norwell, MA 02061
- (774) 463-0201
CPI-HR
- 6830 Cochran Road, Solon, OH 44139
- (440) 542-7800
Additional Locations
- Syracuse Office
- Syracuse, NY
- (315) 761-9537

Crisp Insurance Advisors
- 1250 Route 28, Suite 201, Branchburg, NJ 08876
- (908) 566-1280

D
Davidson Benefits Planning, LLC
- 7632 Southwest Durham Road, Suite 115, Tigard, OR 97224
- (503) 692-6737
Dickerson Insurance Services
- 1918 Riverside Drive, Los Angeles, CA 90039
- (323) 662-7200
Additional Locations
- Roseville Office
- 400 Sunrise Avenue, Suite 150 Roseville, CA 95661
Distinctive Insurance
- 8375 West Flamingo Road, Suite 102, Las Vegas, NV 89147
- (702) 396-4844
Additional Locations
- Reno Office
- 401 Ryland Street, Suite #112 Reno, NV 89502
- (775) 309-4021

Dohrmann Insurance Agency
- 3415 Brookside Road Stockton, CA 95219
- (209) 478-1400

F
Fall River Employee Benefits
- 2829 Wyandot St, Denver, CO 80211, USA
- (303) 369-3200
FIRM, Inc.
- 1 Lethbridge Plaza, Suite 30, Mahwah, NJ 07430
- (201) 831-0505
Flagship Healthcare
- 410 North Michigan Street, Suite 1020, Chicago, IL 60611
- (312) 888-9248

Forum
- 23 Cleveland Street, Suite A, Greenville, SC 29601
- (864) 233-1101
Additional Locations
- Charleston Office
- 1156 Bowman Road, Suite 200, Mount Pleasant, SC, 29464
- (843) 990-2020
- Spartanburg Office
- 350 East Saint John Street, Spartanburg, SC 29302
- ( 864) 582-4597

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GCG Financial, LLC
- 3 Parkway North, Suite 500, Deerfield, IL 60015
- (847) 457-3000
Additional Locations
- GCG Financial, LLC - Elgin
- 920 Davis Road, Suite 312, Elgin, IL 60123
- (630) 574-2022
- GCG Financial, LLC - Oak Brook
- 120 West 22nd Street, Suite 101, Oak Brook, IL 60523
- (630) 574-2022
- GCG Financial, LLC - Chicago
- 200 West Monroe Street, Suite 2050, Chicago, IL 60606
- (847) 457-3000
- GCG Financial, LLC - Downers Grove
- 1901 Butterfield Road, Suite 200, Downers Grove, IL 60515
- (847) 457-3000
- GCG Financial, LLC - Greenwood Village
- 6350 Greenwood Plaza Blvd, Greenwood Village, CO 80111, USA
- (303) 770-9970
GCG Financial, LLC – Greenwood Village
- 6465 Greenwood Plaza Blvd, Suite 500, Greenwood Village, CO 80111, USA
- (303) 770-9970
GLB Insurance Group of Nevada
- 4455 South Pecos Road, Las Vegas, NV 89121
- (702) 735-9333

Group Benefits, LLC
- 855 Ridge Lake Boulevard, Suite 410, Memphis, TN 38120
- (901) 259-7999
Group Services
- 3066 Victoria Street, Bettendorf, IA 52722
- (563) 332-5552

H
Hallberg Commercial, Inc. (HCI)
- 120 West 22nd Street, Suite 101, Oakbrook, IL 60523
- (630) 574-2022
Healthfirst (Somerset Capital Advisors)
- 920 Cassatt Road, Suite 202, Berwyn, PA 19312
- (610) 727-5202
HMK Insurance
- 54 South Commerce Way, Suite 150, Bethlehem, PA 18017
- (610) 868-8507

HR Benefit Advisors
- 74 Browns Race, Suite 200, Rochester, NY 14614
- (585) 777-4114

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INGROUP Associates
- 448 Murry Hill Circle, Lancaster, PA 17601
- (717) 509-8803

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JA Counter
- 1477 South Knowles Avenue, Suite 200, New Richmond, WI 54017
- (715) 246-3811

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Kaercher Insurance
- 9555 Hillwood Drive, Suite 140, Las Vegas, NV 89134
- (844) 421-3560
Additional Locations
- Sundance Insurance
- 11411 Southern Highlands Parkway, Suite 315, Las Vegas, NV 89141
- (702) 270-8277

L
Landmark Benefits
- 183 Rockingham Road, 2 East, Windham, NH 03087
- (603) 437-4570
Loretz Insurance
- 6490 South McCarran Boulevard, Reno, NV 89509
- (775) 786-9550

M
Menath Insurance
- 333 Village Boulevard Suite 203, Incline Village, Nevada 89451
- (775) 831-3132
Additional Locations
- Reno Office
- Airport Gardens, 1325 Airmotive Way Suite 320, Reno, NV 89502
- (775) 831-3132
- South Lake Tahoe Office
- 3331 Sandy Way, South Lake Tahoe, CA 96150
- (530) 541-5300
- Susanville Office
- 805 Main St. Susanville, CA91941
- (530) 257-7526

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Orion Risk Management
- 1800 Quail Street, Suite 110, Newport Beach, CA 92660
- (949) 263-8850
Additional Locations
- Pasadena Office
- 1 South Fair Oaks Avenue, Suite 402, Pasadena, CA 91105
- (949) 263-8850
- Corona Office
- 980 Montecito Drive, Suite 201, Corona, CA 92879
- (949) 263-8850

P
Perspective Financial Group
- 22 Cassatt Avenue, Suite 100, Berwyn, PA 19312
- (610) 854-0035
Phalanx Healthcare Solutions
- 14 Wall Street, 17th Floor New York, New York 10005
- (917) 463-0080
Professional Risk (Rich & Cartmill Insurance of Colorado, LLC)
- 8213 West 20th Street, Greeley, CO 80634
- (970) 356-8030

PWA Insurance Services
- 2356 Gold Meadow Way Suite 140, Gold River CA 95670
- (916) 631-7887

R
Relph Benefit Advisors
- 400 WillowBrook Office Park, Suite 400, Fairport, NY 14450
- (800) 836-0026
Additional Locations
- Relph Benefit Advisors Watertown Office
- 22113 Fabco Road, Watertown, NY 13601
- (315) 788-6125

S
Shirazi Benefits SMB, S&A
- 8205 West 20th Street, Greeley, CO 80634
- (970) 356-5151
Additional Locations
- Shirazi Benefits Fort Collins Office
- 3711 John F Kennedy Pkwy. Suite 220, Fort Collins, CO 80525
- (970) 356-5151
Shomer Insurance Agency
- 5805 Sepulveda Blvd., #500 Sherman Oaks, CA , 91411
- (323) 934-8160
SIG
- 2850 Quarry Lake Drive, Suite 303, Baltimore, MD 21209
- (410) 823-8066
Additional Locations
- Greater Washington, DC Office
- 1595 Spring Hill Road, Suite 104 West Vienna, VA 22182
- (410) 823-8066

Spring Consulting Group, LLC
- 30 Federal Street, 4th Floor, Boston, MA 02110
- (617) 589-0930
Sylvia Group
- 500 Faunce Corner Road, Building 100, Suite 120, Dartmouth, MA
- (508) 995-4553

T
The Insurance Alliance Network
- The Pennslyvania Center, 3425 Simpson Ferry Road, Suite 101, Camp Hill, PA 17011
- (717) 230-1910
Tippett Moorhead and Haden
- 3200 Park Center Drive, Suite 550, Costa Mesa, CA 92626
- (949) 209-9851
Trilogy Group Benefits
- 118 Merchant Avenue, Mount Joy, PA 17552, USA
- (717) 689-2566

TriSure Corporation
- 4325 Lake Boone Trail, Suite 200, Raleigh, NC 27607
- (919) 469.2473
TRUEbenefits LLC
- 1325 4th Avenue, Suite 1900, Seattle, WA 98101
- (206) 623-2448

V
VantagePoint Benefit Strategies
- 630 South Governor Printz Boulevard, Lester, PA 19029
- (610) 595-0313

W
West Texas Insurance Exchange
- 1000 Maple Ave, Odessa, Texas 79761, USA
- (432) 301-9590
Whipple & Company
- 6100 Glades Road, Suite 310 Boca Raton, FL 33434
- (954) 543-5858
Wilson Albers
- 4733 Tacoma Mall Blvd Suite 200, Tacoma, WA 98409
- (253) 272-2711

Wilson Albers
- 3000 A Street, Suite 400, Anchorage, AK 99503
- (907) 277-1616

Z
Zinn Insurance
- 761 Poplar Street, Lebanon, PA 17042
- (717) 272-6693
Additional Locations
- Myerstown Office
- 16 East Main Avenue, Myerstown, PA 17067
- (717) 866-5717

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A

Alaska

Wilson Albers
- 3000 A Street, Suite 400, Anchorage, AK 99503
- (907) 277-1616

Arizona

Benefit Commerce Group
- 14300 North Northsight Boulevard, Suite 221, Scottsdale, AZ 85260
- (480) 515-5010

C

California

PWA Insurance Services
- 2356 Gold Meadow Way Suite 140, Gold River CA 95670
- (916) 631-7887
Armstrong/Robitaille/Riegle Business and Insurance Solutions
- 830 Roosevelt Avenue, Suite 200, Irvine, CA 92620
- (949) 381-7700
Alera Group Orange County

Legacy Name: Centennial
- 1500 Quail Street, Suite 100, Newport Beach, CA 92660
- (714) 740-1111

Tippett Moorhead and Haden
- 3200 Park Center Drive, Suite 550, Costa Mesa, CA 92626
- (949) 209-9851
Dickerson Insurance Services
- 1918 Riverside Drive, Los Angeles, CA 90039
- (323) 662-7200
Additional Locations
- Roseville Office
- 400 Sunrise Avenue, Suite 150 Roseville, CA 95661
Orion Risk Management
- 1800 Quail Street, Suite 110, Newport Beach, CA 92660
- (949) 263-8850
Additional Locations
- Pasadena Office
- 1 South Fair Oaks Avenue, Suite 402, Pasadena, CA 91105
- (949) 263-8850
- Corona Office
- 980 Montecito Drive, Suite 201, Corona, CA 92879
- (949) 263-8850

Dohrmann Insurance Agency
- 3415 Brookside Road Stockton, CA 95219
- (209) 478-1400
Shomer Insurance Agency
- 5805 Sepulveda Blvd., #500 Sherman Oaks, CA , 91411
- (323) 934-8160

Colorado

Shirazi Benefits SMB, S&A
- 8205 West 20th Street, Greeley, CO 80634
- (970) 356-5151
Additional Locations
- Shirazi Benefits Fort Collins Office
- 3711 John F Kennedy Pkwy. Suite 220, Fort Collins, CO 80525
- (970) 356-5151
Professional Risk (Rich & Cartmill Insurance of Colorado, LLC)
- 8213 West 20th Street, Greeley, CO 80634
- (970) 356-8030
GCG Financial, LLC – Greenwood Village
- 6465 Greenwood Plaza Blvd, Suite 500, Greenwood Village, CO 80111, USA
- (303) 770-9970

Fall River Employee Benefits
- 2829 Wyandot St, Denver, CO 80211, USA
- (303) 369-3200

Connecticut

Alera Group Northeast

Legacy Name: C.M. Smith Agency, LLC
- 100 Pearl Street, Third Floor, West Tower, Hartford, CT 06103
- (860) 990-6400
Alera Group Northeast

Legacy Name: Benefit Planning Services, LLC
- 535 Connecticut Ave, Suite 502, Norwalk, CT 06854
- (203) 840-8877
Beacon Retiree Benefits Group, LLC (BRBG)
- Clock Tower Square, 710 Main Street, Suite 10, Plantsville, CT 06479
- (860) 621-5071

Alera Group Northeast

Legacy Name: CBP
- 535 Connecticut Ave, Suite 502, Norwalk, CT 06854
- (800) 963-3771

F

Florida

A&B Insurance and Financial
- 1408 North Westshore Boulevard Suite 708, Tampa, FL 33607
- (813) 288-9500
Additional Locations
- A&B Insurance Financial Boca Raton Office
- 5550 Glades Rd. Suite 500 Boca Raton, FL 33431
- (561) 886-0215
- A&B Insurance Financial Sanford Office
- 795 Primera Blvd. Suite 1011 Lake Mary, FL 32746
- (407) 209-3335
- A&B Insurance Financial New Port Richey Office
- 5417 US Highway 19, Suite 106, New Port Richey, FL 34652
- (727) 849-9500
Barnes Insurance and Financial Services
- 1582 Airport Boulevard, Pensacola, FL 32504
- (850) 473-1500
Additional Locations
- Fort Walton Beach Office
- 327 Racetrack Road Northeast, Suite B, Fort Walton Beach, FL, 32547
- (850) 586-7766
Whipple & Company
- 6100 Glades Road, Suite 310 Boca Raton, FL 33434
- (954) 543-5858

G

Georgia

Champion Benefits
- 1455 Lincoln Parkway, Suite 100, Atlanta, GA 30346
- (770) 395-6710

I

Illinois

GCG Financial, LLC
- 3 Parkway North, Suite 500, Deerfield, IL 60015
- (847) 457-3000
Additional Locations
- GCG Financial, LLC - Elgin
- 920 Davis Road, Suite 312, Elgin, IL 60123
- (630) 574-2022
- GCG Financial, LLC - Oak Brook
- 120 West 22nd Street, Suite 101, Oak Brook, IL 60523
- (630) 574-2022
- GCG Financial, LLC - Chicago
- 200 West Monroe Street, Suite 2050, Chicago, IL 60606
- (847) 457-3000
- GCG Financial, LLC - Downers Grove
- 1901 Butterfield Road, Suite 200, Downers Grove, IL 60515
- (847) 457-3000
- GCG Financial, LLC - Greenwood Village
- 6350 Greenwood Plaza Blvd, Greenwood Village, CO 80111, USA
- (303) 770-9970
Flagship Healthcare
- 410 North Michigan Street, Suite 1020, Chicago, IL 60611
- (312) 888-9248
Axis Benefits Consultants, A Division of GCG Financial
- 1901 BUTTERFIELD ROAD, STE 200, DOWNERS GROVE, IL 60515
- (630) 325-3160

Benico, Ltd.
- 11715 East Main Street, Huntley, IL 60142
- (847) 669-4800
Alera Group
- 3 Parkway North, Deerfield, IL, 60015
- (847) 457-3000
Additional Locations
- Chicago Office
- 200 West Monroe Street, Suite 2100, Chicago, IL 60606
Hallberg Commercial, Inc. (HCI)
- 120 West 22nd Street, Suite 101, Oakbrook, IL 60523
- (630) 574-2022

Iowa

Group Services
- 3066 Victoria Street, Bettendorf, IA 52722
- (563) 332-5552

M

Maryland

SIG
- 2850 Quarry Lake Drive, Suite 303, Baltimore, MD 21209
- (410) 823-8066
Additional Locations
- Greater Washington, DC Office
- 1595 Spring Hill Road, Suite 104 West Vienna, VA 22182
- (410) 823-8066
Avon-Dixon Insurance Agency
- 28640 Marys Court Suite 100 Easton, MD 21601
- 410-822-0506
Additional Locations
- Freestate and Son
- 2977 4-H Park Road Suite 104 Centreville, MD 21617
- 410-758-0757
- Jack Martin & Associates
- 135 Old Solomons Island Road Annapolis, MD 21401
- 410-626-1000
- Elliott Wilson Insurance Agency
- 28640 Marys Court Suite 100 Easton, MD 21601
- 410-820-7797

Massachusetts

Alera Group Northeast

Legacy Name: Aisling Partners
- 25 Harvard Street, Worcester, MA 01609
- (508) 799-9100
Spring Consulting Group, LLC
- 30 Federal Street, 4th Floor, Boston, MA 02110
- (617) 589-0930
Alera Group Northeast

Legacy Name: Lively Insurance
- 1141 South Street, Fitchburg, MA 01420
- (978) 534-5616

Comprehensive Benefit Administrators
- 120 Longwater Drive, Suite 102, Norwell, MA 02061
- (774) 463-0201
Sylvia Group
- 500 Faunce Corner Road, Building 100, Suite 120, Dartmouth, MA
- (508) 995-4553

N

Nevada

Menath Insurance
- 333 Village Boulevard Suite 203, Incline Village, Nevada 89451
- (775) 831-3132
Additional Locations
- Reno Office
- Airport Gardens, 1325 Airmotive Way Suite 320, Reno, NV 89502
- (775) 831-3132
- South Lake Tahoe Office
- 3331 Sandy Way, South Lake Tahoe, CA 96150
- (530) 541-5300
- Susanville Office
- 805 Main St. Susanville, CA91941
- (530) 257-7526
Kaercher Insurance
- 9555 Hillwood Drive, Suite 140, Las Vegas, NV 89134
- (844) 421-3560
Additional Locations
- Sundance Insurance
- 11411 Southern Highlands Parkway, Suite 315, Las Vegas, NV 89141
- (702) 270-8277
Distinctive Insurance
- 8375 West Flamingo Road, Suite 102, Las Vegas, NV 89147
- (702) 396-4844
Additional Locations
- Reno Office
- 401 Ryland Street, Suite #112 Reno, NV 89502
- (775) 309-4021

GLB Insurance Group of Nevada
- 4455 South Pecos Road, Las Vegas, NV 89121
- (702) 735-9333
Loretz Insurance
- 6490 South McCarran Boulevard, Reno, NV 89509
- (775) 786-9550

New Hampshire

Landmark Benefits
- 183 Rockingham Road, 2 East, Windham, NH 03087
- (603) 437-4570

New Jersey

FIRM, Inc.
- 1 Lethbridge Plaza, Suite 30, Mahwah, NJ 07430
- (201) 831-0505
Crisp Insurance Advisors
- 1250 Route 28, Suite 201, Branchburg, NJ 08876
- (908) 566-1280
Broad Reach Benefits
- 30 Cook Plaza, Suite 200, Madison, NJ 07940
- (800) 272-1144

New York

Relph Benefit Advisors
- 400 WillowBrook Office Park, Suite 400, Fairport, NY 14450
- (800) 836-0026
Additional Locations
- Relph Benefit Advisors Watertown Office
- 22113 Fabco Road, Watertown, NY 13601
- (315) 788-6125
HR Benefit Advisors
- 74 Browns Race, Suite 200, Rochester, NY 14614
- (585) 777-4114
Burnham Benefit Advisors
- 2038 Saranac Avenue, Lake Placid, NY 12946
- (518) 523-8100

Phalanx Healthcare Solutions
- 14 Wall Street, 17th Floor New York, New York 10005
- (917) 463-0080
Austin & Co.
- 20 Corporate Woods Blvd, Albany, NY 12211, USA
- (518) 465-3591

North Carolina

TriSure Corporation
- 4325 Lake Boone Trail, Suite 200, Raleigh, NC 27607
- (919) 469.2473

O

Ohio

Benefit Advisors Network (BAN)
- 6830 Cochran Road, Solon, OH 44139
- (440) 528-0305
CPI-HR
- 6830 Cochran Road, Solon, OH 44139
- (440) 542-7800
Additional Locations
- Syracuse Office
- Syracuse, NY
- (315) 761-9537
Bailey & Company Benefits Group
- The Baldwin Center, 625 Eden Park Drive, Suite 250, Cincinnati, OH 45202
- (513) 579-9800

Oklahoma

Benefit Plan Strategies
- 5314 South Yale Avenue, Suite 601, Tulsa, OK 74135
- (918) 398-2600

Oregon

Davidson Benefits Planning, LLC
- 7632 Southwest Durham Road, Suite 115, Tigard, OR 97224
- (503) 692-6737

P

Pennsylvania

AIA, Alera Group
- 4550 Lena Drive, Mechanicsburg, PA 17055
- (717) 591-8280
Healthfirst (Somerset Capital Advisors)
- 920 Cassatt Road, Suite 202, Berwyn, PA 19312
- (610) 727-5202
HMK Insurance
- 54 South Commerce Way, Suite 150, Bethlehem, PA 18017
- (610) 868-8507

Zinn Insurance
- 761 Poplar Street, Lebanon, PA 17042
- (717) 272-6693
Additional Locations
- Myerstown Office
- 16 East Main Avenue, Myerstown, PA 17067
- (717) 866-5717
Alera Group Pittsburgh

Legacy Name: CHS Alera Group
- 965 Greentree Road, Suite 310, Pittsburgh, PA 15220
- (412) 430-3070
Alera Group Philadelphia

Legacy Name: Pentra, HealthFirst, Somerset, VantagePoint, Perspective Financial Group, and HR inTune
- Two Villanova Center, 795 East Lancaster Avenue, Suite 210, Villanova, PA 19085
- (610) 520-4900

INGROUP Associates
- 448 Murry Hill Circle, Lancaster, PA 17601
- (717) 509-8803
VantagePoint Benefit Strategies
- 630 South Governor Printz Boulevard, Lester, PA 19029
- (610) 595-0313
Perspective Financial Group
- 22 Cassatt Avenue, Suite 100, Berwyn, PA 19312
- (610) 854-0035

The Insurance Alliance Network
- The Pennslyvania Center, 3425 Simpson Ferry Road, Suite 101, Camp Hill, PA 17011
- (717) 230-1910
ARMS Insurance Group
- 965 Greentree Road, Suite 110, Pittsburgh, PA 15220
- (412) 835-9100
Trilogy Group Benefits
- 118 Merchant Avenue, Mount Joy, PA 17552, USA
- (717) 689-2566

S

South Carolina

Forum
- 23 Cleveland Street, Suite A, Greenville, SC 29601
- (864) 233-1101
Additional Locations
- Charleston Office
- 1156 Bowman Road, Suite 200, Mount Pleasant, SC, 29464
- (843) 990-2020
- Spartanburg Office
- 350 East Saint John Street, Spartanburg, SC 29302
- ( 864) 582-4597

T

Tennessee

Group Benefits, LLC
- 855 Ridge Lake Boulevard, Suite 410, Memphis, TN 38120
- (901) 259-7999
Alera Group Nashville

Legacy Name: Virtus Benefits
- 2910 Sidco Drive, Nashville, TN 37204
- (615) 806-6293

Texas

Ardent Solutions
- 14090 Southwest Freeway, Suite 200, Sugar Land, TX 77478
- (855) 770-4118
Ardent Solutions – Dallas
- 3100 Olympus Boulevard, Suite 550, Dallas, TX 75019
- (855) 770-4118
West Texas Insurance Exchange
- 1000 Maple Ave, Odessa, Texas 79761, USA
- (432) 301-9590

AMCORP
- 3519 Paesanos Parkway Suite 106 San Antonio, TX
- (210) 490-7700

V

Virginia

Advanced Benefit Strategies, Inc.
- 1595 Spring Hill Road, Suite 104W, Vienna, VA 22182
- (703) 866-8898

W

Washington

TRUEbenefits LLC
- 1325 4th Avenue, Suite 1900, Seattle, WA 98101
- (206) 623-2448
Wilson Albers
- 4733 Tacoma Mall Blvd Suite 200, Tacoma, WA 98409
- (253) 272-2711

Wisconsin

JA Counter
- 1477 South Knowles Avenue, Suite 200, New Richmond, WI 54017
- (715) 246-3811

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