Hub International Limited (Hub), a full-service global insurance broker, has acquired the assets of Epstein Financial Services LLC and Epstein Financial Group LLC. Terms of the transaction were not disclosed.
Located in East Longmeadow, Massachusetts, Epstein Financial is an independent Registered Investment Advisor (RIA) providing corporate retirement plan consulting, compliance and regulatory guidance, as well as wealth management services. Its experience and resources help clients maintain a retirement program to assist their employees.
Charlie Epstein, principal and founder of Epstein Financial, will join Hub Retirement and Private Wealth in Hub New England. This move continues to strengthen Hub’s retirement and wealth management services (Hub RPW) with the addition of talent and resources.
Epstein Financial was represented by the consulting firm Wise Rhino Group for the transaction.
Source: Hub International Limited
Topics Mergers & Acquisitions
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