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Phrases of the Hub take care of AFS weren’t disclosed.
As well as, Alp Atabek, founder and principal; Alex Assaley, principal; Jason Dahl, principal; and your entire AFS group will be part of Hub Mid-Atlantic.
Primarily based in Bethesda, Maryland, AFS is a agency that gives retirement plan consulting and wealth administration companies to firms, organisations, people and households.
AFS 401(ok) helps mid- and large-sized organisations in managing employer-sponsored retirement plans and monetary wellness programmes.
Moreover, AFS Monetary and its wealth administration group takes a private method to delivering full-scope monetary planning and funding administration companies to their purchasers, typically conserving relationships over generations.
“AFS’s status and relationships will assist us proceed the strategic growth of our retirement and wealth administration companies,” mentioned Hub retirement and personal wealth president Joe DeNoyior. “We’re passionate about our future collectively and excited to have their whole group be part of Hub. Their ardour to assist purchasers reveals in every little thing they do.”
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“We’re thrilled to be a part of the Hub group – getting access to their measurement, scale, assets, and know-how to proceed delivering industry-leading and dependable companies to our purchasers, serving to them work towards a profitable monetary future and guiding them to make the most effective selections for as we speak, tomorrow and their long-term retirement targets,” added Assaley.
“We look ahead to the AFS group becoming a member of Hub, which builds on our robust group and additional deepens our experience on this space,” said Joe Brown, president of Hub Mid-Atlantic.
In November 2023, Hub Worldwide acquired the property of Franklin Monetary Group and Franklin Funding Group.
Franklin Monetary Group is a monetary companies agency that assists companies and people with advanced worker advantages, insurance coverage and different monetary wants.
As well as, the agency has expertise professionals to advise and information purchasers in the direction of their targets whereas navigating the sophisticated geopolitical panorama. It goals to guard and in addition develop purchasers’ wealth.
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