Hub Worldwide snaps up AFS companies

Phrases of the Hub cope with AFS weren’t disclosed.

As well as, Alp Atabek, founder and principal; Alex Assaley, principal; Jason Dahl, principal; and all the 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 method to delivering full-scope monetary planning and funding administration companies to their shoppers, usually holding relationships over generations.

“AFS’s popularity and relationships will assist us proceed the strategic growth of our retirement and wealth administration companies,” mentioned Hub retirement and personal wealth president Joe DeNoyior. “We’re passionate about our future collectively and excited to have their complete crew be part of Hub. Their ardour to assist shoppers exhibits in all the pieces they do.”

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“We’re thrilled to be a part of the Hub crew – having access to their measurement, scale, sources, and know-how to proceed delivering industry-leading and dependable companies to our shoppers, serving to them work towards a profitable monetary future and guiding them to make the perfect choices for in the present day, tomorrow and their long-term retirement objectives,” added Assaley.

“We sit up for the AFS crew becoming a member of Hub, which builds on our sturdy crew and additional deepens our experience on this space,” said Joe Brown, president of Hub Mid-Atlantic.

In November 2023, Hub Worldwide acquired the property 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.

As well as, the agency has expertise professionals to advise and information shoppers in the direction of their objectives whereas navigating the sophisticated geopolitical panorama. It goals to guard and likewise develop shoppers’ wealth.

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