Hub International acquires Creative Financial Strategies |Insurance Business America Insurance News Hub International acquires Creative Financial Strategies
Acquired company will serve both individual and corporate customers
insurance news
Written by Terry Ganquanco
Insurance brokerage and financial services company Hub International has expanded its business with the acquisition of Creative Financial Strategies for an undisclosed sum.
Based in Columbia, South Carolina, Creative Financial Strategies provides a wide range of investment and financial planning services to individual and corporate clients throughout the United States.
Following the acquisition, Creative Financial Strategies’ roster, including President Terry A. Crenshaw and Executive Vice President William “Bill” H. Phillips, will be integrated into Hub Carolinas.
“Terry, Bill and the Creative Financial Strategies team bring tremendous experience in financial planning, wealth management and retirement services, which will greatly enhance our service capabilities. ” said Joe DeNoyer (pictured), president of Hub Retirement and Private. Wealth (RPW).
The transaction is part of Hub’s broader efforts to enhance its retirement and wealth management services. Hub RPW helps plan sponsors align financial services with business strategy, manage fiduciary responsibilities, and help employees achieve their financial goals.
The Hub’s registered investment advisor affiliates, which are part of the RPW business, manage approximately $148 billion in assets.
Hub Greater Philadelphia President Dennis O’Neill commented at the time:
“FBP’s reputation and experience will significantly strengthen our employee benefits footprint in the Philadelphia market.”
What do you think about this story? Share your thoughts in the comments section below.
Related articles
Check out the latest news and events
Join our mailing list, it’s free!
