U.S. Retirement Partners Acquires Prominent California Firm
Iselin, N.J., September 15, 2010—U.S. Retirement Partners (USRP) announced today that it has acquired Employee Benefits Services Group (EBSG), an established financial services firm that will be part of USRP’s national network of organizations serving the K-12 education market.
EBSG, with headquarters in Campbell, CA, was founded in 1989. Since its inception, the organization has focused on delivering high quality services to educational organizations and their employees. They have done this through exclusive Third Party Administrative (TPA) services and personal retirement counseling. EBSG has built a robust infrastructure and has developed a significant client base in the K-12 educator market segment across Northern California. As an independent organization with no “proprietary” investment products, EBSG offers employees and employers an open selection of investment options.
“We leverage our team’s unique combination of administrative, technological and investment management knowledge to assist our clients with their wealth management objectives. We provide asset protection and growth solutions for thousands of employees in the education and non-profit sectors. Our mission is to provide employers and employees with optimal solutions for their financial and retirement planning needs,” said Mr. Rocamora, CEO.
“Their commitment to their clients and reputation in the market have made EBSG one of the outstanding organizations servicing the K-12 marketplace,” said Mark M. Skinner, President and CEO of USRP.
“The addition of such a well-respected California-based firm helps expand our national footprint,” said Robert C. Dughi, Executive Chairman of the Board of USRP.
Together, USRP and EBSG plan to deliver unparalleled financial and retirement solutions to the K-12 education market.