Seltzer Financial Strategies, Equity Concepts North Merge with Parent Company.
19 April 2017 - US-based financial services firms Seltzer Financial Strategies and Equity Concepts North (ECN) are uniting under Equity Concepts, a Richmond, Virginia-based firm whose registered representatives serve clients in over 40 states and manage more than USD 875m in assets, the firms said.
Led by Amy Seltzer and David Halpern, each of the Altoona organisations have experienced great success as independent practices in the Pennsylvania market.
The strategic merger of the offices with Equity Concepts is part of a growth strategy to increase resources available to all clients of the firm and expand the firm's mid-Atlantic footprint, the firms said.
With the addition of Seltzer Financial and ECN to its brand, Equity Concepts enhances its team.
The organisation has assembled a collection of advisors with a variety of professional backgrounds, including multiple CFP's and MBA's, as well as a CPA and JD.
The office will be located at 3370 Lynnwood Drive in Altoona.
Founded in 1991, Equity Concepts is a financial services firm that provides investment and financial services to individuals, families, businesses and institutions.
Sector: Banking/Financial Services
Target: Seltzer Financial Strategies
Buyer: Equity Concepts North
Deal size in USD:
Buyer advisor: , ,
Comment: Terms of the deal were not disclosed
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|Publication:||M & A Navigator|
|Date:||Apr 19, 2017|
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