Acquisition Adds Additional Services for Clients and Doubles Staff Size
Pittsford, N.Y. — Full-service investment firm Post Resch Tallon Group Inc. is pleased to announce the acquisition of Neubert Financial Services, based in Webster, New York. With the acquisition, Post Resch Tallon Group will add income-tax preparation to its list of services, gaining more than 1,000 Rochester-area tax and investment management clients from Neubert Financial.
We strive to give our clients the best possible results, and we will never be satisfied with average…
Post Resch Tallon Group has grown steadily since its establishment in 2004. The three founding partners now employ 15 registered reps and tax professionals. In addition to its home office in Pittsford’s Powder Mill Office Park, Post Resch Tallon Group added a Batavia office in 2009. With the Neubert Financial Services acquisition, the company now also has a significant presence in Webster.
President David P. Resch attributes the firm’s proudest achievement to successful growth of clients’ assets over time.
“We strive to give our clients the best possible results, and we will never be satisfied with average,” he said. “We are excited to continue this tradition and level of great service with the Neubert Financial acquisition. Our clients are our first priority, and we will maintain the same dedicated staff that Richard Neubert established in order to best serve their needs.”
The three partners of Post Resch Tallon have a combined 95 years of experience serving clients in all key areas of personal finance and bring areas of specialization to the new combined firm, including municipal bonds and tax-exempt income plans, small and microcap stock selection for aggressive growth-oriented investors, institutional-style mutual-fund portfolio management, lifetime income plans and long-term-care insurance.
“I am very pleased to have reached an agreement with Post Resch Tallon Group, a firm that my late husband and I became friends with more than eight years ago,” Elizabeth Neubert said. “My husband valued his clients tremendously, and I know that Post Resch Tallon Group is the perfect firm to carry on his legacy and serve the clients he deeply cared for.”
Elizabeth Neubert decided to sell Neubert Financial Services after her husband, Richard, passed away in July 2015. Neubert was the founder and president of Neubert Financial Services. With the acquisition, Post Resch Tallon Group Inc. will operate Neubert Financial Services in much the same manner, with all staff remaining, and will continue to offer both investment services and income-tax preparation at the Neubert Financial Services Ridge Road location in Webster.
About Post Resch Tallon Group Inc.
Established in 2004, Post Resch Tallon Group is an independent, full-service investment firm with more than 95 years of combined experience. Its team of expert advisers delivers customized high-quality investment solutions through a variety of services, including full-service brokerage, financial planning, retirement plans and 401(k) rollovers, lifetime income plans, municipal bonds and tax-free income, education funding plans, no-load mutual funds, long-term-care insurance, government bonds, bank CDs and income-tax preparation. Post Resch Tallon Group opened an office in Batavia in 2009, and acquired Neubert Financial Services in Webster in 2015.
Securities offered through Cadaret, Grant & Co. Inc., member FINRA/SIPC.
Post Resch Tallon Group and Cadaret, Grant are separate entities.