HUB International Expands Wealth Services Through Acquisition
HUB International Strengthens Wealth Management Services
HUB International Limited has recently taken an impressive step to broaden its wealth management and retirement services by acquiring Creative Financial Strategies, LLC. This move allows HUB to enhance service delivery and expand its capabilities to better serve clients across the nation.
About Creative Financial Strategies
Creative Financial Strategies, based in Columbia, is dedicated to providing investment and financial advisory services. Their team, led by industry experts Terry A. Crenshaw and William H. Phillips, has built a reputation for excellence in financial planning, wealth management, and creating retirement strategies tailored to individual and corporate needs.
Industry Expertise
The addition of Creative Financial Strategies is expected to significantly complement HUB's existing services. With over 18,000 employees and various registered investment advisory affiliates, HUB provides comprehensive financial services. Collectively, they manage approximately $148 billion in total assets, ensuring that clients receive the tailored financial solutions they need.
Commitment to Growth
HUB International is committed to growing organically and through acquisitions. This strategic expansion not only increases their geographic reach but also enhances their product expertise in the dynamic financial landscape. This acquisition will enable HUB to offer a broader range of services, ensuring that clients receive the best possible financial advice and strategies.
The Future of HUB International
With this acquisition, HUB International is poised to build stronger relationships with existing clients while attracting new ones. By integrating Creative Financial Strategies' expertise, HUB aims to enhance its advisory services and provide more comprehensive solutions to clients navigating their financial journeys. The commitment to tailored client solutions remains at the forefront of HUB's strategy.
About HUB International Limited
Headquartered in Chicago, HUB International Limited positions itself as a leading global insurance brokerage and financial services firm. The firm specializes in risk management, insurance, employee benefits, and wealth management products. Its vast network of specialists offers clarity in a fast-changing world, ensuring that clients are prepared for whatever the future holds.
Frequently Asked Questions
What is the primary focus of HUB International?
HUB International focuses on providing insurance brokerage and financial services, including risk management and employee benefits.
Who leads Creative Financial Strategies?
The firm is led by Terry A. Crenshaw and William H. Phillips, both highly experienced professionals in financial planning.
How much total assets do HUB's affiliates manage?
HUB's registered investment advisory affiliates manage approximately $148 billion in total assets.
What does HUB plan to achieve with this acquisition?
HUB aims to enhance its service capabilities and provide more comprehensive financial advice to clients.
Where is the headquarters of HUB International located?
HUB International is headquartered in Chicago, Illinois.
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