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TRA Acquires R. Bruce Tanner & Associates
The Retirement Advantage Inc. (TRA) has acquired R. Bruce Tanner & Associates (RBT) of Sugar Hill, Georgia.
“RBT has been a successful firm for decades. Both of our companies have substantial expertise in delivering industry-leading solutions to our clients, built upon a shared commitment to innovative technology and strong financial and operational discipline,” says
Jeff Schreiber, vice president of distribution of TRA. “TRA and RBT are a natural fit to join forces, and together will provide even greater value to clients, prospects and our financial advisory partners.”
The new team of retirement professionals will be led by