Source: The Business Journals: Greensboro/Winston-Salem/High Point

Compass Financial Partners: Marsh & McLennan acquires Compass Financial

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...

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Est. Annual Revenue
$5.0-25M
Est. Employees
1-25
Kathleen Kelly's photo - Managing Partner of Compass Financial Partners

Managing Partner

Kathleen Kelly

CEO Approval Rating

86/100

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