Hub International Acquires Assets of Heritage Wealth Management in Pennsylvania, USA.
MANews-(C)2009-2022
US-based insurance brokerage and financial services firm Hub International Ltd. has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group), the firm said.
Terms of the transaction were not disclosed.
Located in Moon Township, Pennsylvania, Heritage Wealth Management Group is an independent financial services firm helping clients in Western Pennsylvania establish and maintain their long-term financial goals.
Heritage Wealth Management Group has 300 clients with assets of more than USD 205m as of January 2022.
Michael Finnell, president of Heritage Wealth Management Group, and the Heritage Wealth Management Group team will join Hub HDH.
Hub Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for-profit organizations and customized private wealth management services to individuals and families.
Employees of Hub International offer securities through partner Broker Dealers not affiliated with Hub.
Employees of Hub provide...
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