top of page

Hello 2018! We are welcoming the new year in our new office...

We are excited to announce the move into our new offices at 4835 E. Cactus Rd., Suite 240, Phoenix, AZ 85254.

Thank you 2017 for the successes we've had with both of our benefit programs which were launched in the employee benefits and association marketplace:

StuLo Financial Wellness ( and Fundamental Care Benefits Marketplace (

The market reception for our relevant and meaningful programs has been amazing!

Stop by and see us in our new office, or give us call to see how we can help with the rising concerns of student loan debt relief and affordable health insurance.

Cheers to 2018!

Ben Rozum

​Founder | Start-up Entrepreneur | Company Culture Creator | Executive Leader

Connect with me on: LinkedIn

About Coterie Advisory Group, Inc.

Coterie Advisory Group. is a national, insurance program manager and marketing agency. Coterie Advisory Group specializes in product development and procurement, distribution channel alignment, and technology platforms for their proprietary benefit programs. The company provides consultative services and product solutions that are dedicated to helping consumers in the insurance and benefits industry--including the rising concerns of affordable health insurance and student loan debt relief. They target niche markets in the employer, association, student, and affinity marketplaces.To learn more, visit

Join our mailing list

bottom of page