Announced
Completed
Synopsis
World Investment Advisors, a corporate retirement plan services firm, completed the acquisition of Boston Harbor Wealth Advisors, an independent financial services company. Financial terms were not disclosed. "We are delighted to welcome the Boston Harbor team to the World family. In addition to an incredible group of financial advisors, we are fortunate to be adding premier leadership and team members that will prove invaluable for our advisors, clients and ongoing acquisition growth strategy. This partnership further solidifies World as the destination of choice for growth-focused advisory firms," Troy Hammond, World Investment Advisors CEO.
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