Trucordia has acquired Global Financial & Insurance Services, an insurance and financial services firm based in Irving, Texas.
Global Financial has operations in Dallas, Fort Worth, Houston and Los Angeles, and serves clients in all 50 states.
The acquired business provides insurance and financial solutions for individuals, families and commercial clients across the country. Its offerings span personal and commercial lines as well as a range of financial planning services.
In addition to insurance placement, Global Financial provides retirement planning, asset protection, tax strategies, debt management and legacy planning.
“We’re proud to welcome the Global Financial & Insurance Services team to Trucordia,” said Felix Morgan (pictured above), CEO of Trucordia. He said the firm’s “commitment to client-focused solutions, risk management, and access to top carriers” will support Trucordia’s efforts to address clients’ financial security needs nationwide.
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Morgan added that the deal aligns with Trucordia’s ongoing build-out of a broader platform. “This acquisition is part of Trucordia’s strategy of building a platform of insurance businesses and financial service providers that ensures local experience can be backed by national resources,” he said.
The Global Financial acquisition follows a string of regional deals as Trucordia extends its reach beyond its Boston headquarters. Earlier this month, the brokerage acquired Osborn Insurance, an agency based in Brick, New Jersey, in a move described as strengthening its presence in New Jersey and the broader Northeast.
Founded by Amin Chagani, Global Financial & Insurance Services offers personal and commercial coverage, including auto, home, liability, life, umbrella, workers’ compensation, surety bonds, property and commercial vehicles. The firm also develops products for specific segments such as gas stations, hotels, aviation and education.
The Texas deal also adds to a multi-state acquisition push that has seen Trucordia complete at least five other transactions across Tennessee, Massachusetts, Arkansas and New Jersey in 2025.
Those deals, which include Assured Insurance Consultants, Charles River Insurance, Breezy Seguros, Eberle Insurance and Osborn Insurance, are part of a strategy to assemble a diversified distribution platform spanning personal, commercial and specialty lines while retaining local agency relationships.
