TINTON FALLS, NJ, March 26, 2019–World Insurance Associates LLC, an independent insurance agency headquartered in Tinton Falls, NJ, acquired Financial Planning Concepts of America, Inc. of Staten Island, NY on February 1, 2019.
Financial Planning Concepts (FPC), founded in 1990, is an SEC Registered Investment Advisory firm headquartered in Staten Island. As a fiduciary advisory firm, they commit to a special relationship of trust, confidence, and legal responsibility to put their clients’ best interests first. The company was founded on the philosophy that life is about much more than just money. They deliver highly personalized services to individuals and families as they begin to think about retirement and need to develop an investment strategy that might have to last 30 years or more in retirement. Joseph Marchese, Certified Financial Planner™ practitioner, focused on the nature of emotions in decision-making for his Ph.D. research and continues to incorporate behavioral finance into all the company’s planning with clients.
“The team at Financial Planning Concepts care about the people they do business with,” said Rich Eknoian, CEO and co-founder of World Insurance Associates LLC. “We are thrilled to welcome them to the growing World family.”
Joseph Marchese stated, “We are excited to join the team at World and look forward to providing the same level of fiduciary care to the World family.”
World Insurance Associates LLC is an independent insurance agency headquartered in Tinton Falls, NJ. It offers extensive, cost-effective personal and business insurance solutions in 50 states. The company specializes in transportation, hospitality, self-storage facilities, construction (surety), manufactures, nonprofits, and law firms. World Insurance Associates also provides group benefits and property and casualty insurance to companies of all sizes in a variety of industries in addition to insurance services for individuals, focusing on coastal properties and high net worth clients. World Insurance Associates began business in 2012, has completed 37 acquisitions, and serves its customers from 24 offices in NJ, PA, NY, CT, RI, ME, OH, FL, and Washington DC. The company is ranked #15 on the 2018 NJBIZ 50 Fastest Growing Companies in NJ and #6 in New Jersey's Top Insurance Brokerages, also by NJBIZ. World Insurance Associates made the 2018 Inc. 5000 list at #1680, has been named a Top 100 Independent Property/Casualty Agency by Insurance Journal, and is a Business Insurance 2018 Best Place to Work.
# # #
If you would like more information about this topic, please contact Rich Eknoian at 732-523-2106 or email firstname.lastname@example.org.