Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
- None.
- None.
The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer.
"The principals at Core+ have been helping clients with investment planning for many years," said Lori Hilman, president and chief operating officer for Plains State Bank. "It just made sense that this was the next step: rather than having this longtime referring relationship, let's have Core+ become a part of our family."
The acquisition brings decades of wealth management and tax experience—along with more than
"The synergies match here, creating a one-stop shop for our customers," Hilman said. "PSB remains committed to broadening and deepening its client relationships, and Core+ is as well."
Core+ Financial Strategies and Core+ Tax Strategies, which has locations in
"We are excited to begin working with the banking and lending professionals at PSB," Kudlacek said. "We're also independent, and plan on maintaining that; it's extremely important our clients can talk to independent wealth managers."
Since its inception in 1957, Plains State Bank has grown into one of the
Visit the Plains State Bank website and view the investor release for more information. To learn more about Core + Financial Strategies, visit coreplusfinancial.com.
ABOUT PLAINS STATE BANK
Plains State Bank (PSB) was established in 1957 in
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Core+ Financial Strategies and Plains State Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
View original content to download multimedia:https://www.prnewswire.com/news-releases/plains-state-bank-acquires-houston-based-core-financial-strategies-core-tax-strategies-301932459.html
SOURCE Plains State Bank