EAST SYRACUSE, N.Y. — Employee Benefit Systems, Inc. (EBS), a 25-year-old third-party administration (TPA) firm based in East Syracuse, recently announced it has partnered with Mid Atlantic Retirement Planning Specialists of Dover, Delaware. EBS calls it “a collaborative arrangement to offer a wider range of financial products and services in five states.” EBS — founded […]
EAST SYRACUSE, N.Y. — Employee Benefit Systems, Inc. (EBS), a 25-year-old third-party administration (TPA) firm based in East Syracuse, recently announced it has partnered with Mid Atlantic Retirement Planning Specialists of Dover, Delaware.
EBS calls it “a collaborative arrangement to offer a wider range of financial products and services in five states.”
EBS — founded by Jeffry Berman, its president, in 1992 — offers TPA and financial services to small businesses in a large region of upstate New York. EBS is the parent company of ebs financial group and ebs financial planning, and is staffed by certified financial planners. Its offices are currently located at 6511 Basile Road in East Syracuse.
Mid Atlantic Retirement Planning has offices in Delaware, Maryland, New Jersey, and Pennsylvania.
Through the collaboration, which went into effect on July 1, a dozen financial professionals in the five states will oversee millions in assets under management, providing independent retirement, investment, and tax planning services across the East Coast, according to an EBS news release.
EBS and Mid Atlantic also agreed to transfer their broker/dealer relationships under the management of Kestra Investment Services, LLC, the number 10 independent broker-dealer in the U.S., ranked by gross revenue, according to the magazine Investment Advisor and its 2016 Broker-Dealer Investment Guide.
Each firm will maintain its individual ownership, sharing services and staff for “greater breadth, stability, and expertise in managing client investments,” per the release.
“Our 25th year is a perfect time to merge assets and grow,” Berman said. “We’re looking to the future as we move to Kestra, creating one large branch with many more options for our clients.”
“Jeffry Berman is a successful, Syracuse small business owner embracing expansion for his company by joining with an established, multi-state financial services firm based in Delaware,” added Janelle Fields, president of JFields Marketing LLC, which is providing marketing and PR services to EBS.
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EAST SYRACUSE, N.Y. — Employee Benefit Systems, Inc. (EBS), a 25-year-old third-party administration (TPA) firm based in East Syracuse, recently announced it has partnered with Mid Atlantic Retirement Planning Specialists of Dover, Delaware.
EBS calls it “a collaborative arrangement to offer a wider range of financial products and services in five states.”
EBS — founded by Jeffry Berman, its president, in 1992 — offers TPA and financial services to small businesses in a large region of upstate New York. EBS is the parent company of ebs financial group and ebs financial planning, and is staffed by certified financial planners. Its offices are currently located at 6511 Basile Road in East Syracuse.
Mid Atlantic Retirement Planning has offices in Delaware, Maryland, New Jersey, and Pennsylvania.
Through the collaboration, which went into effect on July 1, a dozen financial professionals in the five states will oversee millions in assets under management, providing independent retirement, investment, and tax planning services across the East Coast, according to an EBS news release.
EBS and Mid Atlantic also agreed to transfer their broker/dealer relationships under the management of Kestra Investment Services, LLC, the number 10 independent broker-dealer in the U.S., ranked by gross revenue, according to the magazine Investment Advisor and its 2016 Broker-Dealer Investment Guide.
Each firm will maintain its individual ownership, sharing services and staff for “greater breadth, stability, and expertise in managing client investments,” per the release.
“Our 25th year is a perfect time to merge assets and grow,” Berman said. “We’re looking to the future as we move to Kestra, creating one large branch with many more options for our clients.”
“Jeffry Berman is a successful, Syracuse small business owner embracing expansion for his company by joining with an established, multi-state financial services firm based in Delaware,” added Janelle Fields, president of JFields Marketing LLC, which is providing marketing and PR services to EBS.
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EAST SYRACUSE, N.Y. — Employee Benefit Systems, Inc. (EBS), a 25-year-old third-party administration (TPA) firm based in East Syracuse, recently announced it has partnered with Mid Atlantic Retirement Planning Specialists of Dover, Delaware. EBS calls it “a collaborative arrangement to offer a wider range of financial products and services in five states.” EBS — founded […]
EAST SYRACUSE, N.Y. — Employee Benefit Systems, Inc. (EBS), a 25-year-old third-party administration (TPA) firm based in East Syracuse, recently announced it has partnered with Mid Atlantic Retirement Planning Specialists of Dover, Delaware.
EBS calls it “a collaborative arrangement to offer a wider range of financial products and services in five states.”
EBS — founded by Jeffry Berman, its president, in 1992 — offers TPA and financial services to small businesses in a large region of upstate New York. EBS is the parent company of ebs financial group and ebs financial planning, and is staffed by certified financial planners. Its offices are currently located at 6511 Basile Road in East Syracuse.
Mid Atlantic Retirement Planning has offices in Delaware, Maryland, New Jersey, and Pennsylvania.
Through the collaboration, which went into effect on July 1, a dozen financial professionals in the five states will oversee millions in assets under management, providing independent retirement, investment, and tax planning services across the East Coast, according to an EBS news release.
EBS and Mid Atlantic also agreed to transfer their broker/dealer relationships under the management of Kestra Investment Services, LLC, the number 10 independent broker-dealer in the U.S., ranked by gross revenue, according to the magazine Investment Advisor and its 2016 Broker-Dealer Investment Guide.
Each firm will maintain its individual ownership, sharing services and staff for “greater breadth, stability, and expertise in managing client investments,” per the release.
“Our 25th year is a perfect time to merge assets and grow,” Berman said. “We’re looking to the future as we move to Kestra, creating one large branch with many more options for our clients.”
“Jeffry Berman is a successful, Syracuse small business owner embracing expansion for his company by joining with an established, multi-state financial services firm based in Delaware,” added Janelle Fields, president of JFields Marketing LLC, which is providing marketing and PR services to EBS.
