Axcess Financial Group is a collaborative group of experienced financial advisors and insurance consultants.


Our focus is simple


Provide a single source to deliver thoughtful, customized solutions for for all types of insurance and retirement plans that address your employees benefits plan.

About Axcess Financial Group


Axcess Financial Group evolved from the understanding that crafting effective insurance and retirement plans for businesses lies in financial discipline.

This foundational principle guides our approach, ensuring that we tailor strategies not just to protect, but also to empower your business’s future.

  • Founded in 1996 by Mark Zapatka, reorganized in 2001 as Axcess Financial Group adding Jamie Cox as managing partner.
  • Focused on developing your strategies to meet regional regulatory requirements and consumer preferences, ensuring you remain both compliant and competitive in every market.

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Insurance Benefits

  • Fully Insured and Self-Funded Medical Plans
  • Dental/Vision/EAP
  • Group Life & Disability
  • Supplemental Insurance Plans

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Business Retirement Plans

  • 401(k) / Profit Sharing Plan
  • 403(b) Plans
  • Simple/(SEP) Plans
  • Defined Contribution Plans
  • Executive Compensation Plans

Tax Credits for New Plans

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Additional Benefits

  • Workers’ Compensation
  • General Liability
  • Professional Liability

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