Contact

Get in touch on your terms.

Call, fill out a quote form, pick a time, or stop by, whichever you prefer. A real advisor will take it from there, usually the same business day.

Meet with us

Three ways to sit down with an advisor.

Pick the format that fits your week. Every meeting covers the same ground. We just come to you in whatever way works.

At one of our offices

Walk in for reviews, paperwork, or a first meeting. Merrick, NY or Orlando, FL.
Book a time
By video or phone

Same conversation, from wherever you are. Available across all 11 licensed states.
Book a time
At your home or business

For select clients in the NY metro and parts of Florida, an advisor can come to you.
Call to arrange

An advisor will reach out within one business day. For anything urgent, please call us directly.

By phone

Offices

New York (Headquarters) 1687 Merrick Avenue, P.O. Box 704, Merrick, NY 11566

Florida 8615 Commodity Circle, Suite 15, Orlando, FL 32819

Hours

Monday–Friday, 9:00 AM – 5:00 PM ET

After-hours claims support available by phone.