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Andy Hart, SVP Fulcrum Partners, a OneDigital Company,

ATLANTA, April 20, 2022 (GLOBE NEWSWIRE) Fulcrum Partners, a OneDigital Company and a leading executive benefits consulting firm, announces the.

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Sarasota wealth management firm acquired by Atlanta consulting firm

Generations Wealth Planning, LLC has been acquired by an Atlanta-based investment advisory firm.

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OneDigital acquires $170 million Florida firm

OneDigital Investment Advisors has acquired the assets of Generations Wealth Planning, a Sarasota, Florida-based firm managing $170 million.

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Financial Advisor IQ - Content Page

Financial Advisor IQ - Content Page
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OneDigital adds to its $81 billion in assets with acquisition of Gouldin & McCarthy

OneDigital adds to its $81 billion in assets with acquisition of Gouldin & McCarthy
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OneDigital adds Gouldin & McCarthy to its stable

OneDigital Investment Advisors acquired financial planning and retirement plan consulting firm Gouldin & McCarthy.

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Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021

Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021
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Fulcrum Partners Reminds Taxpayers about Charitable Donations in 2021

Press release content from Globe Newswire. The AP news staff was not involved in its creation.

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Phil Currie, Fulcrum Partners, to Speak at Nonqualified Plan Advisor Conference

Press release content from Globe Newswire. The AP news staff was not involved in its creation.

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Financial Advisor IQ - Content Page

Financial Advisor IQ - Content Page
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