EAST LONGMEADOW — HUB International Limited, a full-service global insurance broker, announced it has acquired the assets of Epstein Financial Services LLC and Epstein Financial Group LLC. Terms of the transaction were not disclosed.
Located in East Longmeadow, Epstein Financial is an independent registered investment advisor providing corporate retirement-plan consulting, compliance, and regulatory guidance, as well as wealth-management services. The agency’s experience and resources help clients maintain a successful retirement program that will assist their employees to achieve financial security.
Charlie Epstein, principal and founder of Epstein Financial, will join HUB Retirement and Private Wealth in HUB New England.
“We are excited to deepen our current capabilities with the exceptional marketing and sales expertise of Charlie and his team,” said Timm Marini, HUB president of Western New England.
This move continues to strengthen HUB’s retirement and wealth-management services (HUB RPW) with the addition of talent and resources to develop more comprehensive strategies for clients. HUB RPW works to help plan sponsors create an offering that aligns with their business strategy, navigates fiduciary risk, and helps employees pursue their financial goals. The several registered investment-advisory affiliates in HUB RPW provide investment-advisory services to clients whose total assets are approximately $105 billion.
Epstein Financial was represented by the consulting firm Wise Rhino Group for the transaction.