1847Financial

Our Company

Our name represents our history and our connections.   

Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality.

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1847Financial

Our commitment to our financial professionals and clients we serve remains stronger than ever.

Access a National and Local Network

1847Financial is an elite, national organization of financial services firms that delivers the value of Penn Mutual and our broker-dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company.

Leverage our Dedicated Resources

1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices.

Embody a Client-First Approach

1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets.

Unique Cultures

Meet the firms

We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker-dealer, HTK.

MEET OUR TEAMS 

MEET THE FIRMS

Locations

About 1847Financial

We provide local, regional and national support to our financial professionals and their practices. This includes access to experienced financial services leaders, underwriting services, sales and marketing resources, and other innovative solutions. Our financial professionals can do business anywhere in the United States.

Connecticut

Wilton Headquarters

187 Danbury Road, 2nd Floor
Wilton, Connecticut 06897 

203-966-2636

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Florida

Boca Raton Headquarters

One North Federal Highway Suite 201
Boca Raton, Florida 33432 

561-314-3100

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Georgia

Woodstock/Atlanta Headquarters

980 Woodstock Parkway Suite 210
Woodstock, Georgia 30188 

770-352-2200

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Massachusetts

Wakefield Headquarters

701 Edgewater Drive, Suite 310
Wakefield, Massachusetts 01880 

781-966-2980

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New Jersey

Edison/Saddlebrook Headquarters

110 Fieldcrest Avenue
First Floor, Suite #20
Edison, New Jersey 08837 

732-225-0777

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New York

New York City Headquarters

2 Park Avenue, Suite 300
New York, New York 10016 

212-697-1355

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North Carolina

Charlotte Headquarters

6000 Fairview Road, Suite 1425
Charlotte, North Carolina 28210 

704-362-6787

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Ohio

Akron Headquarters

130 Springside Drive, Suite 100
Akron, Ohio 44333 

330-668-9065

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Oklahoma

Oklahoma City/Tulsa Headquarters

10900 Hefner Pointe Dr., Ste. 404
Oklahoma City, Oklahoma 73120 

918-664-6511

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Pennsylvania

Conshohocken/ Philadelphia Headquarters

161 Washington Street, Suite 111
Conshohocken, Pennsylvania 19428 

610-771-0800

Tennessee

Brentwood/Nashville Headquarters

214 Overlook Circle, Suite #120
Brentwood, Tennessee 37027 

615-846-3322

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Texas

Dallas/Ft. Worth Headquarters

15851 N Dallas Parkway, Ste 100
Addison, Texas 75001-6837 

469-737-4000

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Texas

Houston Headquarters

Grand Opening Soon
Houston, Texas 

225-953-7657

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Utah

South Jordan/Salt Lake City Headquarters

10813 South River Front Parkway, Suite 575
South Jordan, Utah 84095 

801-424-0020

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See how we can help you reach your goals.

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