The addition of Meridian Group gives the firm a Roanoke, Virginia, footprint
Group will join firm’s Deer Park, Illinois office in Chicago’s northwest suburbs
The portable city-run plan would not require employer contributions.
James Galkowski will open an office for the firm in Rochester, Minnesota.
DMJ Wealth Advisors, which has four offices throughout the state, will be renamed Beacon Pointe North Carolina.
The six-person Kraner group based in New Jersey is affiliating through INC Advisor, an office of supervisory jurisdiction.
Europe has led the way in the exploding market for socially responsible investing.
The five-member team is joining the firm’s Newport Beach, California office
The eight-person Paulson Holman Gatto Group is opening an office in Lake Forest, Illinois.
Keystone Retirement & Insurance Advisors is based in Houston.