InFirst Financial Advisors have announced they have been acquired by Beacon Legacy Partners, LLC.
The agreement allows Beacon Legacy Partners to take over investment management and wealth management services delivery for the Indiana-based bank. Brad Peterson is the founder and CEO of Beacon Legacy Partners as well as the current managing director of InFirst Financial Services and an investment executive of Osaic Institutions, and he will oversee the transition of clients and wealth management services between the two firms, but the two companies will continue to partner by providing access to non-deposit investment products to clients of InFirst through Osaic Institutions.
On Indiana in the Morning, Peterson talked about how Beacon Legacy and InFirst will cooperate moving forward.
Peterson said in a separate statement that he expects the relationship between the two entities to be a long-lasting one, and not only enhance the value to the two distinct brands, but also the overall client experience.
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