One of the largest independent insurance agencies in the Triad has announced a significant acquisition for its portfolio. Marsh & McLennan Agency announced Tuesday morning its acquisition of Compass Financial Partners, a Greensboro-based retirement consulting and investment advisory firm. The terms of the acquisition were not disclosed. With the pickup of Compass Financial, Marsh & McLennan now has a "nationally recognized leader in the sector" with a combined plan asset of more than $14 billion...
Compass Financial Partners is a North Carolina-based financial firm that offers retirement planning and wealth management services to individuals and businesses in Greensboro.