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Insurance coverage brokerage and monetary companies agency Hub Worldwide has acquired the belongings of Bob Gottschling’s e book of enterprise.
Phrases of the transaction weren’t disclosed however Gottschling brings a wealth of expertise to Hub, together with superior private retirement, funding, and property planning methods.
Moreover, he holds information of certified and non-qualified retirement plan improvement for companies.
“We’re tremendous excited to have Bob be part of us within the Mid-Atlantic area together with his intensive background in complete monetary planning,” mentioned Hub retirement and personal wealth president Joe DeNoyior.
In December 2023, the agency acquired the belongings of AFS 401(okay) retirement Companies and AFS Monetary Group.
Phrases of the Hub take care of AFS weren’t disclosed.
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As well as, Alp Atabek, founder and principal; Alex Assaley, principal; Jason Dahl, principal; and the whole AFS crew 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 corporations, organisations, people and households.
AFS 401(okay) helps mid- and large-sized organisations in managing employer-sponsored retirement plans and monetary wellness programmes.
Moreover, AFS Monetary and its wealth administration crew takes a private strategy to delivering full-scope monetary planning and funding administration companies to their shoppers, typically maintaining relationships over generations.
In November 2023, Hub Worldwide acquired the belongings 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.
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