Locations

Capitas Financial, Inc. is a national organization made up of more than 20 regional processing centers, 140 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients.

Capitas: Offering Sophisticated, Unbiased Solutions

Over the past 15 years, Capitas Financial has developed strong and strategic relationships with insurance carriers, financial institutions and other financial services partners to provide sophisticated and unbiased portfolio of insurance solutions for advisors and brokers to utilize with clients. Capitas’ extensive network of resources, paired with a commitment to local service and support set Capitas Financial apart from others in the industry.

Capitas: National Outreach and Local Support

Capitas Financial has a national network of offices all working together to provide the very best service and support to help advisors and brokers grow their insurance business. Capitas Financial’s insurance professionals are knowledgeable and experienced, and will assist in handling all aspects of your client’s insurance needs through comprehensive policy reviews, case consultation and design, and advanced underwriting and marketing support.

Partner Location Map

 

01 - Advanced Brokerage Services, Inc.

Phone Number Label
Office
Phone Number
505-292-3434
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Toll-Free
Phone Number
800-238-2914
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Fax
Phone Number
505-292-5962
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Territories
Phone Number
NM | TX

02 - Associated Life Brokerage, Inc.

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Office
Phone Number
908-756-9800
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Fax
Phone Number
908-756-8008
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Territories
Phone Number
NJ | PA

03 - Betz Financial Advisory, LLC

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Office
Phone Number
301-220-2100
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Fax
Phone Number
301-220-2112
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Territories
Phone Number
DC | DE | MD | VA

04 - The Blair Agency

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Office
Phone Number
314-961-0013
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Toll-Free
Phone Number
800-562-7260
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Fax
Phone Number
314-961-0091
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Territories
Phone Number
AR | IL | KS | MO | OK

05 - Capitas Financial Midwest, LLC (Illinois)

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Office
Phone Number
630-725-0000
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Toll-Free
Phone Number
888-795-8222
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Fax
Phone Number
630-724-0001
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Territories
Phone Number
IA | IL | MI | NE | WI

06 - Capitas Financial Midwest, LLC (Wisconsin)

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Office
Phone Number
414-276-7788
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Toll-Free
Phone Number
800-225-9032
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Fax
Phone Number
414-276-0784
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Territories
Phone Number
IA | IL | MI | NE | WI

07 - Capitas Financial of Houston

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Office
Phone Number
713-659-1212
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Fax
Phone Number
713-650-1448
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Territories
Phone Number
TX

09 - Financial Advisory Associates

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Office
Phone Number
248-350-3400
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Toll-Free
Phone Number
866-550-5151
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Fax
Phone Number
248-350-9271
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Territories
Phone Number
MI | VA

10 - Gowers & Associates, Inc.

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Office
Phone Number
502-451-0252
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Fax
Phone Number
502-458-6961
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Territories
Phone Number
KY | TN

12 - Lauer & Associates, Inc.

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Office
Phone Number
205-870-7141
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Fax
Phone Number
205-871-6620
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Territories
Phone Number
AL | FL | MS

14 - NorthCoast Brokerage Agency, Inc. (Ohio)

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Office
Phone Number
216-566-7400
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Toll-Free
Phone Number
800-433-0488
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Fax
Phone Number
216-566-9863
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Territories
Phone Number
OH

16 - Pacific Southwest Financial (Irvine)

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Office
Phone Number
949-296-1161
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Toll Free
Phone Number
888-282-4773
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Fax
Phone Number
949-296-1170
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Territories
Phone Number
AK | AZ | CA | HI | NV | OR

17 - Pacific Southwest Financial (San Diego)

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Office
Phone Number
858-546-8686
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Toll Free
Phone Number
800-359-2786
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Fax
Phone Number
858-546-3978
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Territories
Phone Number
AK | AZ | CA | HI | NV | OR

18 - Pacific Southwest Financial (Scottsdale)

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Office
Phone Number
602-955-1111
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Toll Free
Phone Number
888-917-7793
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Fax
Phone Number
818-264-2359
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Territories
Phone Number
AK | AZ | CA | HI | NV | OR

19 - Pacific Southwest Financial (Woodland Hills)

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Office
Phone Number
818-702-0889
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Toll Free
Phone Number
888-851-6006
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Fax
Phone Number
818-702-8850
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Territories
Phone Number
AK | AZ | CA | HI | NV | OR

20 - Pittsburgh Brokerage Services, Inc.

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Office
Phone Number
412-446-1300
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Toll Free
Phone Number
800-296-4143
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Fax
Phone Number
412-446-1350
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Territories
Phone Number
OH | PA | WV

21 - Popular Insurance, Inc.

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Office
Phone Number
787-706-4111
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Fax
Phone Number
787-759-0084
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Fax
Phone Number
787-759-9464
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Territories
Phone Number
Puerto Rico

22 - Rushing Financial Group, Inc.

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Office
Phone Number
317-569-7080
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Toll Free
Phone Number
800-382-4636
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Fax
Phone Number
317-569-7090
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Territories
Phone Number
GA | IL | IN | OH

23 - Smith Companies (Boston)

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Office
Phone Number
617-723-4800
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Toll Free
Phone Number
800-845-7707
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Fax
Phone Number
617-367-6120
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Territories
Phone Number
CT | FL | MA | ME | NH | NY | RI | VT

24 - Smith Companies (Florida)

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Office
Phone Number
954-938-8060
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Toll Free
Phone Number
888-818-2757
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Fax
Phone Number
954-938-8052
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Territories
Phone Number
CT | FL | MA | ME | NH | NY | RI | VT

25 - Smith Companies (Texas)

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Office
Phone Number
214-763-1337
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Fax
Phone Number
857-223-1571
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Territories
Phone Number
AR | LA | OK | TX

The Leaders Group (Broker Dealer)

Phone Number Label
Office
Phone Number
303-797-9080
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Toll-Free
Phone Number
800-293-4296
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Fax
Phone Number
303-797-7297