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.
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CHICAGO, May 10, 2021 /PRNewswire/
Hub International Limited (Hub), a leading global insurance brokerage, announced today that it has acquired the assets of Ion Insurance Corporation (Ion Insurance). Terms of the transaction were not disclosed.
Headquartered in Cheshire, Connecticut, Ion Insurance is a full service, independent insurance agency providing personal and business insurance solutions throughout the region. David Drescher, Managing Director of Southern New England, and the rest of the Ion Insurance team will join Hub New England and help to spearhead and execute on Hub s strategy in Connecticut. We are excited to have David and his talented team join our group to strengthen our commitment and approach to Southern New England, said Shawn McLaughlin, President of Hub New England. With Ion Insurance, we will provide clients with the best of both worlds – the benefits of local services with deep resources and the strength of a national firm.
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Chippers, Inc, of Woodstock, VT, to its family of brands.
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