Hub swoops for Pennsylvania financial services firm

Hub swoops for Pennsylvania financial services firm | Insurance Business America

Hub swoops for Pennsylvania financial services firm

Global broker Hub International Limited has announced that it has acquired the assets of Pennsylvania-based Heritage Wealth Management Group. The terms of the transaction were not disclosed.

Heritage Wealth Management Group is an independent financial services firm serving clients in western Pennsylvania. As of January, the firm had 300 clients with assets of more than $205 million.

Michael Finnell, president of Heritage Wealth Management Group, and his team will join Hub HDH.

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“We are excited to welcome Mike and the team to Hub,” said Joe DeNoyior, president of Hub Retirement and Wealth Management. “Their experience both on the plan side and serving wealth management clients with their ‘client first’ approach, which aligns to the Hub RPW service model.”