Announced
Completed
Synopsis
Kestra Financial, a wealth management firm engaged in providing investment advisory, brokerage, and practice management services to independent financial professionals and their clients, completed the acquisition of Grandview Partners, a provider of financial planning and asset mangement services. Financial terms were not disclosed. “Kestra’s approach and commitment to accessible, high-quality service were clear from the start. Their culture aligns with how we serve our clients – collaboratively, consistently, and with attention to the details that matter. This partnership strengthens our ability to deliver on that promise,” Doug Mavilia, Grandview Partners Partner.
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