Broker Check

Strategic Partnerships Allow Us to Advocate on Your Behalf

We seek to offer the best solutions in every area of our work. No single organization holds all of the answers to a client’s unique needs. As a result, we need to partner with a variety of solution providers to help ensure the implementation of your vision.

Please visit the following organizations to learn more about the services they provide.


Massachusetts Mutual Life Insurance Company

1295 State Street
Springfield, MA 01111-0001
www.massmutual.com


MML Investors Services, LLC

1295 State Street
Springfield, MA 01111-0001
www.mmlisi.com


The MassMutual Trust Company, FSB

100 Bright Meadow Boulevard, M327
Enfield, CT 06082
www.massmutualtrust.com


National Financial Services

200 Liberty Street, NY4F
New York, NY 10281
www.streetscape.com


Aetna

9881 Mayland Drive
Richmond, VA 23233
www.aetna.com


American Trust

2353 Alexandria Drive
Lexington, KY 40504
www.unifiedtrust.com


Axiom Valuation Solutions

201 Edgewater Drive, Suite 255
Wakefield, MA, 01880
www.axiomvaluation.com


Employee Benefit Service (EBS)

424 Graves Mill Road, Suite 300
Lynchburg, VA 24502
www.hci-ebs.com



ValuCompass

85 North Main Street, Suite 206
White River Junction, VT 05001
www.valucompass.com


Corporate Capital Resources CCR

P.O. Box 12025
Roanoke, VA 24011
www.ccrva.com

Piedmont Community Health Plan

2316 Atherholt Road
Lynchburg, VA 24501
www.pchp.net