Hub Worldwide boosts retirement and wealth arms with deal

Insurance coverage brokerage and monetary providers agency Hub Worldwide has acquired the property of Bob Gottschling’s ebook of enterprise.

Phrases of the transaction weren’t disclosed however Gottschling brings a wealth of expertise to Hub, together with superior private retirement, funding, and property planning methods.

Moreover, he holds data of certified and non-qualified retirement plan growth for companies.

“We’re tremendous excited to have Bob be a part of us within the Mid-Atlantic area along with his intensive background in complete monetary planning,” mentioned Hub retirement and personal wealth president Joe DeNoyior.

In December 2023, the agency acquired the property of AFS 401(okay) retirement Providers and AFS Monetary Group.

Phrases of the Hub take care of AFS weren’t disclosed.

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As well as, Alp Atabek, founder and principal; Alex Assaley, principal; Jason Dahl, principal; and your entire AFS crew will be a part of Hub Mid-Atlantic.

Based mostly in Bethesda, Maryland, AFS is a agency that gives retirement plan consulting and wealth administration providers to firms, organisations, people and households.

AFS 401(okay) helps mid- and large-sized organisations in managing employer-sponsored retirement plans and monetary wellness programmes.

Moreover, AFS Monetary and its wealth administration crew takes a private strategy to delivering full-scope monetary planning and funding administration providers to their purchasers, typically conserving relationships over generations.

In November 2023, Hub Worldwide acquired the property of Franklin Monetary Group and Franklin Funding Group.

Franklin Monetary Group is a monetary providers agency that assists companies and people with complicated worker advantages, insurance coverage and different monetary wants.

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