The Zois Group

Who we are

The Zois Group is a trusted, independent financial services and insurance agency with over 40 years of experience. Guided by a deep understanding of individual needs and a genuine desire to help clients, we empower individuals, families, and business owners to make informed financial decisions. Our family-owned and operated agency treats every client like part of our own, offering personalized guidance and support every step of the way.

Our Mission

Our mission is to provide comprehensive financial and insurance solutions that protect what matters most to our clients and enable them to achieve their dreams. We value open communication, transparency, and building strong relationships based on trust and mutual understanding.

Health Insurance

• Access to a wide range of health insurance plans from top-rated carriers, including Marketplace, private plans, and Medicare.
• Comprehensive guidance to navigate the complexities of health insurance and find the most affordable plan to suit your needs.
• Personalized attention and assistance with claims, questions, and enrollment.

Life Insurance

• Comprehensive life insurance solutions tailored to your individual needs and budget.
• Guidance on determining the right amount of coverage and choosing the appropriate policy type.
• Assistance with filing claims and navigating the claims process.

Annuities

• Personalized guidance on selecting the right annuity to meet your retirement savings and income goals.
• Explanation of different annuity types, including fixed, indexed, variable, and MYGA.
• Assistance with understanding the complexities of annuities and making informed investment decisions.

Wealth Management

• Investment advisory services offered through Meritum Wealth Management, a fee-only Registered Investment Advisor (RIA).
• Personalized financial planning and wealth management strategies to achieve your financial goals.
• Regular review and adjustment of your financial plans to ensure they continue to meet your evolving needs.

Our Expertise

The Zois Group team consists of experienced professionals with deep expertise in various financial and insurance fields. We are:

• Certified Financial Fiduciary
• Certified Tax Specialist
• Certified Annuity Specialist
• Registered Investment Advisor (RIA)