Announced
Completed
Synopsis
Bluespring Wealth Partners, an investment company, completed the investment in U.S. Financial Services, an independent financial service firm. Financial terms were not disclosed. "We are thrilled to be partnering with U.S. Financial Services and welcome Matt and Joe to our Successor Academy. I’ve known the team for almost a dozen years and have been thoroughly impressed with their growth. With a combined 75 years of industry experience, this team leads one of the premier wealth management firms in the industry and in the tri-state area, and we are eager to fuel their expansion throughout the region while taking the legacy that Steve, Al, and Gerry have built to the next level," Stuart Silverman, Bluespring Wealth Partners President.
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