The AmeriFlex Group Expands with New Team from Osaic

Expansion of The AmeriFlex Group

The AmeriFlex Group, a thriving advisor-owned hybrid RIA, is dedicated to prioritizing financial planning above all. Recently, the firm has made significant enhancements to its offerings by bringing Jacob Reid and his four-person team from Capital Insight Financial Group on board from Osaic.

A New Beginning

This partnership further strengthens The AmeriFlex Group's reputation as a robust platform where like-minded professionals can flourish. According to Thomas Goodson, the firm's CEO and Founder, "The AmeriFlex Group is all about independence and growth. Jacob and his team embody the entrepreneurial spirit we cherish. Their integration into our group is a pivotal moment for mutual growth and innovation."

With its headquarters in Livermore, California, Capital Insight Financial Group focuses on transitional wealth planning, ensuring that individuals and business owners receive tailored financial solutions during key life events and transitions. The firm successfully manages around $354 million in client assets, making it a formidable new addition.

Strengthening Alliances

Jacob Reid expressed his enthusiasm about this transition, stating that partnering with The AmeriFlex Group was a strategic decision fueled by their shared vision for growth and excellence in financial service. He noted, "I needed to align with a firm that values my experience and supports my vision. I found exactly that with The AmeriFlex Group."

Partnership with Cambridge

In a move to further enhance its service model, The AmeriFlex Group transitioned to Cambridge as its broker-dealer partner in early July. They chose Cambridge for its collaborative culture and the substantial resources it offers to assist financial advisors in achieving their business objectives.

Jesse Kurrasch, COO of The AmeriFlex Group, highlighted the benefits of this partnership: "The collaboration with Cambridge allows us to deliver enhanced options for our advisors while also streamlining our recruitment process. In just a few months, we have successfully onboarded teams managing a remarkable $634 million in total client assets to our firm."

About The AmeriFlex Group

Recognized as a leader in the hybrid model, The AmeriFlex Group serves as a home for hybrid financial planners. This unique structure allows advisors to maintain their independence while benefiting from the frameworks and support that a larger organization offers. The firm is operated by its advisors, ensuring that client needs remain central to all decisions.

Through its innovative model, The AmeriFlex Group emphasizes education, transparency, and autonomy in the financial services industry, empowering its advisors to provide optimal service to their clients.

Commitment to Growth

As the landscape of wealth management evolves, The AmeriFlex Group continues to adapt, seeking partnerships that enhance their service offerings and support the growth of their advisors. The recent addition of Jacob Reid's team demonstrates the firm’s commitment to fostering an environment where financial professionals can prosper.

Frequently Asked Questions

What is the AmeriFlex Group?

The AmeriFlex Group is an advisor-owned hybrid RIA focused on financial planning, offering a platform for financial advisors to thrive independently.

Who has joined The AmeriFlex Group recently?

Jacob Reid and his four-person team from Capital Insight Financial Group have joined The AmeriFlex Group from Osaic, enhancing the firm's offerings.

What is the primary focus of Capital Insight Financial Group?

Capital Insight Financial Group specializes in transitional wealth planning for individual investors and business owners, managing approximately $354 million in assets.

Why did The AmeriFlex Group partner with Cambridge?

The AmeriFlex Group partnered with Cambridge for its collaborative culture, resources, and structure that support financial advisors' growth and success.

What are the core values of The AmeriFlex Group?

The core values include independence, transparency, and a commitment to providing exceptional service to clients through well-supported advisors.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

Contact Evelyn Baker privately here. Or send an email with ATTN: Evelyn Baker as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.