Preferred Partners

We are proud of everything that we offer our clients. When the unexpected happens you can rely on us. Our job is to protect what matters most to you and with our partners we can do just that.

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Brooks Financial

Telephone: 410-308-9800

For many years we treated health insurance, life insurance, and group benefits as something for the “other agent” to handle for our clients.  Over time we discovered that our clients were lacking the guidance and service commitment that we would expect. We resolved that by working with Brooks Financial as our exclusive benefits partner.

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Founders Financial

Telephone: 410-308-9988
Toll Free: 888-523-1162

Closely related to Brooks Financial, Founders is the Financial Planning partner for our clients.  Focused attention to marrying the business and personal financial goals of our clients is what continues to impress us most about Founders.

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CareFirst Blue Cross Blue Shield

Price out the cost of a family/individual policy here with the largest network of doctors and the least volatile pricing on the street.  We recommend the search for the best value in health insurance start with CareFirst.


Paul Davis Restorations

For 55 years, Paul Davis Restoration & Remodeling of Greater Baltimore has solved Greater Baltimore‘s disaster restoration and remodeling needs.

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Penn Mutual

Toll Free: 1-800-523-0650

Every person, family or business needs something a little different. We have solutions to fit even the most unique financial demands. Helping you feel stronger today and tomorrow.

When was the last time you reviewed your life insurance policy?

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