We are pleased to announce that Washington Financial Group is now a part of HUB International.
What does this mean for you?
Other than a veeeerrrrryyyyy long new name (Washington Financial Group, a division of HUB International Mid-Atlantic Inc.), it is business as usual at WFG.
What happens to the WFG team?
The entire WFG team and leadership will remain intact.
Will the WFG client service team change?
There are no changes to your client service team.
Will there be any changes to fees?
There are no changes to your fees, and all fees remain the same.
How about new paperwork?
No new paperwork is required.
Will my statements look different?
No, your statements will remain the same. The only change is our name, our Broker-Dealer (LPL Financial) and our Registered Investment Advisor (Global Retirement Partners) will remain intact.
Who is HUB International?
A leading global insurance brokerage and financial services firm, HUB International provides property and casualty, life and health, employee benefits, investment and risk management products and services. HUB is known for its commitment to providing in depth consultation and personalized customer service. To learn more about HUB International, please visit www.hubinternational.com for a closer look.
Why did WFG choose HUB?
The strong appeal of HUB’s reputation and operating philosophy were important factors in our decision to join the HUB team. HUB relies on its regional operations (hubs) to serve as the platforms for growth. Joining HUB further enhances our service model while we continue to utilize best practices for retirement plan consulting and wealth management. We are excited to be part of the HUB team which will allow us to combine experience, resources, technology and our continuing commitment to provide an unsurpassed level of proactive service to each of our clients to help them pursue their financial objectives.
While our name has changed, we remain the same firm you have trusted with your retirement plan consulting and wealth management needs.
Thank you for your continued business. If you have any questions, please feel free to contact us at any time.
We look forward to building our future with you.