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Hub acquires Massachusetts RIA Epstein Financial is based in East Longmeadow and manages 70 retirement plans with $400 million in assets. June 3, 2021 Hub International, a Chicago-based insurance and wealth management firm, has acquired the assets of Epstein Financial of East Longmeadow, Massachusetts. Terms of the transaction were not disclosed. Epstein Financial, a registered investment adviser managing $400 million in 70 retirement plans, also provides corporate retirement plan consulting, compliance and regulatory guidance, as well as wealth management services. Terms of the transaction were not disclosed. Charlie Epstein, the firm’s principal and founder, will join Hub Retirement and Private Wealth. For reprint and licensing requests for this article, click here ....
/PRNewswire/ HUB International Limited (Hub), a leading full-service global insurance broker, announced today that it has acquired the assets of Epstein. ....
Hub International Limited Acquires Assets of Epstein Financial Services LLC June 2, 2021 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. ....