In a strategic move to enhance its retirement and private wealth services, Hub International Limited (Hub), a prominent global insurance brokerage and financial services firm, has acquired the assets of Clark 401k Consulting, LLC. While the terms of the acquisition were not disclosed, the deal marks a significant expansion for Hub’s Retirement and Private Wealth […]
In a significant move to expand its financial planning services, Hub International Limited (Hub), a renowned global insurance brokerage and financial services firm, has recently acquired the assets of Bob Gottschling’s book of business. While the exact terms of the transaction remain undisclosed, this acquisition marks a notable development in the company’s strategy. Based in […]
In an expansion move, global insurance brokerage and financial services firm Hub International Limited has acquired the assets of Golden Green, Inc., known as Golden Corner Wealth Advisors. The South Carolina-based Golden Corner Wealth Advisors, a financial advisory firm, specializes in wealth management and retirement. The founder of Golden Corner Wealth Advisors, Jim Charbonneau, along […]
HUB International said that it has acquired the assets of Heritage Wealth Management Group, a Pennsylvania-based financial services provider, for an undisclosed price. Heritage Wealth Management Group serves clients across Western Pennsylvania by helping them in reaching their long-term financial goals. The financial services provider is said to have 300 clients and as of January […]