PHOENIX, N.Y. — Two Rochester–area financial advisors are merging their firms with GROW Wealth Partners, a Syracuse advisory and wealth-management firm.
Richard Anderson of Anderson & Associates and James Farley of Farley Financial are merging their operations with GROW Wealth Partners. Both Anderson and Farley are based in Pittsford, a Rochester suburb.
GROW Wealth Partners sees the merger as “strengthening its advisory capabilities and expanding its footprint across key U.S. markets,” per the Wednesday announcement.
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Under the new agreement, Anderson and Farley will join the GROW team, bringing their experience and resources to enhance the firm’s offerings in personalized wealth management, retirement and income-distribution planning, business planning, and long-term financial strategies.
GROW Wealth Partners serves clients in Longmont, Colorado; Phoenix in Oswego County; as well as Watertown and Potsdam. With this merger, GROW will now have an additional office in Pittsford.
“This merger marks a pivotal moment for GROW Wealth Partners,” Trevor Garlock, co-founder of GROW Wealth Partners, added in the announcement. “By joining forces with Richard Anderson and James Farley, we combine decades of collective experience and a shared commitment to helping clients achieve long-term financial security and peace of mind. Our expanded team and geographic reach will allow us to better serve families, business owners and individuals across multiple states with the same deeply personalized service that has defined GROW from day one.”
GROW Wealth Partners is a full-service, wealth-management firm partnered with Northwestern Mutual’s (NM) Private Client Group, delivering financial planning, retirement-distribution planning, and wealth-management solutions.
The firm notes that members of GROW Wealth Partners use GROW Wealth Partners as a marketing name for doing business as representatives of Northwestern Mutual. Northwestern Mutual Private Client Group is a select group of NM advisors and representatives.
