Chicago, October 7, 2024 – HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced today that it has acquired the firm of Creative Financial Strategies, LLC (Creative Financial Strategies). Terms of the transaction were not disclosed.
Headquartered in Columbia, South Carolina, Creative Financial Strategies provides investment and financial advisory services to individual and corporate clientele across America.
Terry A. Crenshaw, CFP®, ChFC, CPFA™, President, and William (Bill) H. Phillips, CFP®, CPFA™, Executive Vice President, and the entire Creative Financial Strategies team will join Hub Carolinas.
“Terry, Bill, and the Creative Financial Strategies team bring an exceptional wealth of experience in financial planning, wealth management and retirement services which will significantly enhance our service capabilities,” said Joe DeNoyior, President of Hub Retirement and Private Wealth.
The move continues to strengthen Hub RPW practice and its services to develop more comprehensive strategies for clients. Hub RPW works to help plan sponsors create an offering that aligns with their business strategy, navigates fiduciary risk and helps employees pursue their financial goals. The several registered investment advisory affiliates in HUB RPW provide investment advisory services to clients whose total assets are approximately $148 billion.
