Welcome to The Zois Group!
Your Trusted Full-Service Independent Financial Services & Insurance Agency
With over 40 years of financial services and insurance experience, we provide expert guidance to help individuals, families, and business owners achieve their goals and meet their needs. Let us help you protect what matters most to you.
Our Family Cares About Your Family!
With over 40 years of industry experience, our family has the experience and expertise to help you navigate even the most complex insurance or financial affairs.
Being family-owned and operated means that we truly care about our clients as if they are part of our own family!
Nick Zois
Founder & Managing Partner
Vasili Zois
Managing Partner
Certified Financial Fiduciary ®
Certified Tax Specialist ™
Certified Annuity Specialist ®
Health, Vision,
& Dental
Whether you are shopping for Marketplace, private, or Medicare health insurance, we are able to help you find the most affordable plan!
Life, Disability, &
Long-Term Care
Not sure if you need life insurance or how much coverage you need? We will help you find the best policy for your individual or family needs.
Fixed, Indexed, Variable, & MYGA Annuities
Annuities can be confusing - but not when you work with us! We take the time to educate you on all various types and determine which one may be best for you.
Wealth
Management
Our wealth management services are offered through Meritum Wealth Management, a full-service, fee-only, Registered Investment Advisor (RIA) firm.
How Confident Are You In Your Current Retirement Plan?
Are you planning on retiring and not sure if all your ducks are in order?
Are you currently retired and want a second opinion on if your current retirement plan is the most efficient for your personal circumstances?
Take our short quiz to see if you are ready for retirement!
Free Introductory & Educational Consultation!
As fiduciary insurance and financial professionals, we focus on educating our clients on all of the different products, strategies, or investments they have to choose from and help them decide which may be in their best interest!
If you are interested in learning more about how we may be able to benefit your overall financial plan, or just simply need a few questions answered, let’s chat!