Tag : Heffernan Financial Services

Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
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