Hub International Limited (Hub), a global insurance brokerage headquartered in Chicago, has acquired the assets of Peak Financial Group LLC (Peak Financial Group) in Houston, Texas. Terms of the transaction were not disclosed.
Peak Financial Group is an independent firm specializing in retirement plan services, providing retirement plan design assistance and comprehensive employee education programs to businesses of all sizes to help them develop a road map to save toward their future goal of financial independence.
Peak Financial Group has more than 60 years of collective experience in the financial services industry and over US $1 billion in retirement assets serviced as of February 2019.
Janine Moore and Darrell Ellisor of Peak Financial Group will join Hub Texas as senior vice presidents, reporting to David Reich, Hub’s national president of Retirement Services, Hub International Investment Services, and Randy Martell, senior vice president, Employee Benefits of Hub Texas.
In recent months, Hub has strengthened its retirement planning services and benefits with the addition of talent and resources to develop a more comprehensive solution for its clients.
Source: Hub International Limited
Topics Mergers & Acquisitions Texas
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