Heffernan Monetary Providers has introduced the enlargement of its Arizona footprint with the acquisition of Osland Monetary Group. Island is the second Heffernan Insurance coverage Brokers workplace within the state.
Osland Monetary Group was based by Michael Osland in 1996. It supplies a spectrum of monetary services and products, together with insurance coverage, wealth administration, retirement methods and annuity merchandise. As a part of the acquisition, Michael Osland has been named a senior vp at Heffernan Monetary Providers.
“We’re excited to proceed to increase our footprint within the Southwest with our current acquisition in New Mexico, and now the higher Phoenix space,” stated Blake Thibault, managing director of Heffernan Monetary Providers. “The Osland Monetary Group is an ideal match with the Heffernan Monetary Providers workforce as they share our ardour for distinctive buyer providers by offering their shoppers with custom-made options to fulfill their ever-changing wants.”
Learn subsequent: Heffernan leaders step into expanded roles
“The Osland Monetary Group workforce is worked up and honored to be a part of the Heffernan model,” Michael Osland stated. “Heffernan brings 35 years of business information and has constructed a tradition that’s uncommon to search out. Our objective has at all times been to deal with everybody we contact as a household, and at Heffernan that’s precisely what we’ve got skilled.”
Heffernan additionally lately acquired California-based Beals Insurance coverage Company.