Rock Springs, WY agency brings $22 million AUM to Grove Level partnership
ROCKVILLE, Md., January 19, 2023–(BUSINESS WIRE)–Grove Level Monetary, a boutique broker-dealer and funding advisory platform, declares the addition of Nied Monetary, a Rock Springs, Wyoming-based agency overseeing $22 million in property.
Headed by Shane Niederer, Nied Monetary sought out a community-based surroundings to raised serve purchasers. Specializing in planning for these close to retirement, Niederer delivers personalised plans so households can stay comfortably in understanding and managing their monetary future.
With Grove Level Monetary, Nied Monetary has the chance to hitch a relationship-focused agency that enables for development with the flexibility to serve purchasers at the next degree, extra effectively.
“For me, it is all in regards to the folks,” mentioned Niederer. “I like that Grove Level takes pleasure in its means to work with purchasers and their advisors on a really private foundation. The related nature of the agency and aligning with a staff that’s keen about serving these in several life levels is essential to constructing sturdy bonds with purchasers.”
Rob Engle, Government Vice President of Enterprise Improvement at Grove Level Monetary added, “We’re delighted to welcome Nied Monetary and its purchasers into the fold. Shane is an skilled monetary skilled with a ardour for relationship-building and complete service. We sit up for persevering with our mission of delivering service excellence and partnership-based tradition.”
Nied Monetary is now ready to leverage Grove Level’s instruments and expertise to raised attain the wants of their purchasers throughout all levels of life. As Nied Monetary appears forward, they plan to rent extra monetary professionals and enhance group involvement in Rock Springs. To be taught extra, go to: https://www.grovepointfinancial.com/
About Grove Level Monetary
Grove Level Monetary, LLC (Grove Level Monetary) operates out of its headquarters in Rockville, Maryland. The agency offers broker-dealer and RIA providers to greater than 500 monetary professionals throughout the U.S. Grove Level Monetary is guided by a mission of delivering service excellence based mostly on relationships, the place all monetary professionals thrive in an intimate and accessible tradition that values partnership above all else.
Securities provided via Grove Level Investments, LLC (GPI), member FINRA/SIPC. Funding advisory providers provided via Grove Level Advisors, LLC (GPA). GPI and GPA are subsidiaries of Grove Level Monetary, LLC, which is a subsidiary of Kestra Holdings.
View supply model on businesswire.com: https://www.businesswire.com/information/dwelling/20230119005655/en/
Contacts
Gregory FCA for Grove Level Monetary
Haley Rosa, 610-228-2805
kestra@gregoryfca.com