Morristown-based financial services firm Greenberg & Rapp Financial Group and Florida-based firm Jones Lowry this week announced the two have merged, creating a cohesive company whose combined experience and resources will allow it to better serve its clients and expand its reach in the industry.
This strategic move is part of Greenberg & Rapp’s commitment to enhancing its
capabilities, expanding its geographic footprint and providing even greater value to its clients.
Greenberg & Rapp’s merger with Jones Lowry brings together two distinguished financial planning providers, each with a rich history of delivering exceptional client service and financial capabilities. The combined entity will leverage the strengths and resources of both firms to offer an expanded range of services, innovative solutions and enhanced financial planning strategies.
“We are thrilled about the possibilities that this merger brings for our clients and our team,” Patrick Maguire, managing partner of Greenberg & Rapp Financial Group, said. “By joining forces with Jones Lowry, we are better equipped to navigate the complexities of the financial landscape and provide an even more tailored approach to wealth management.”
“We are excited for this strategic alliance with Greenberg & Rapp Financial Group,” Adam Sendzischew, principal & CEO of Jones Lowry, said. “This move allows us to take our client service to new heights and provides us with diverse resources and offerings to enhance our current clients’ financial well-being.”
The integration process is already underway, with a keen focus on preserving the client-first philosophy that has defined both Greenberg & Rapp and Jones Lowry throughout their histories. Clients of Jones Lowry and its professional advisers can expect and continue to receive the same high level of dedication and service from their trusted financial advisers.
