Phrases of the Hub Worldwide deal for Edbrooke/Stelcner belongings weren’t disclosed.
Any further, Edbrooke/Stelcner might be known as a Hub Worldwide firm.
Positioned in Coral Gables, the agency is a full-service worker advantages brokerage and consulting agency with relationships since 1995. Specialising within the aviation, hospitality and healthcare industries, Edbrooke/Stelcner gives complete profit options, HR Consulting, 401k retirement plans, and life insurance coverage programmes.
President and co-founder of Edbrooke/Stelcner Lissette Fernandez and the remainder of the group will be part of Hub Worldwide South Florida.
Hub additionally acquired the belongings of Golden Nook Wealth Advisors this month.
Positioned in South Carolina, Golden Nook is a monetary advisory agency that specialises in wealth administration and retirement.
As well as, the agency provides personalised companies and educates shoppers on monetary ideas and merchandise. This consists of funding, monetary planning, and insurance coverage.
Founder Jim Charbonneau and the Golden Nook workforce will be part of Hub Carolinas.
The Golden Nook deal boosts Hub’s retirement and personal wealth (RPW) arm and can assist develop extra complete methods.
“We’re excited to welcome the Golden Nook group to Hub Carolinas and stay up for additional increasing our retirement consulting companies within the area,” stated Tommy Suggs, president and CEO of Hub Carolinas.
“The Golden Nook group’s focus and experience in monetary planning will assist us additional help our shoppers and develop our portfolio administration capabilities,” added Hub RPW President Joe DeNoyior.
Golden Nook might be known as Golden Inexperienced, Inc. doing enterprise as Golden Nook Wealth Advisors, a Hub Worldwide firm.
On a roll of offers, Hub Worldwide bought the belongings of E-Insure Providers (EINSURANCE) for an undisclosed sum in June 2023.
