NEW YORK — NFP, an Aon company and leading property and casualty (P&C) broker, benefits consultant, wealth manager and retirement plan advisor, today announced its acquisition of Levine Group, LLC. (Levine Group), a trusted financial services firm based in Brentwood, TN, that’s been serving Nashville and the surrounding area for over 60 years. Michael Levine, who leads Levine Group, will join NFP, working closely with Mike Schneider, president of NFP’s Central and West regions. Trevor Coe and Zach Levine will also join NFP, staying actively involved in serving clients and growing the business alongside Michael Levine.
“I’m thrilled Mike, Trevor, Zach and the entire Levine Group team are joining NFP,” said Schneider. “They’ve built a strong reputation for helping people and businesses make smart financial decisions, and we’re excited to combine forces. Their experience and relationships in the Nashville and surrounding market will help us better serve clients and grow our wealth and retirement business in the region.”
Since 1963, Levine Group has served individuals, families and businesses with a personal, hands-on approach. The team offers a full range of services, including investment management, retirement plan consulting, employee benefits and insurance.
“We’re proud of what we’ve built over the past six decades,” said Mike Levine. “Our clients have trusted us to guide them through life’s most important financial decisions, and that trust means everything. Being part of NFP lets us continue doing what we love, while giving us more tools and support to help even more people.”
“We’ve always focused on delivering real value with a personal touch,” said Coe. “NFP gives us the chance to stay true to the mission of serving our clients but also grow in new and exciting ways.”
“This is a great move for our team and our clients,” said Zach Levine. “We’re gaining access to amazing resources and expertise, while still keeping the relationships and service that have made us who we are.”
Source: NFP
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