YOUNGSTOWN, Ohio – In 2001, HBK CPAs & Consultants acquired Sorce Financial Group – a wealth management practice in Erie, Pa. – and started that new division, says Jim Rosa, Principal.
The division handles insurance services, retirement and benefits services, investment management, estate planning and business succession planning, Rosa says.
“There are solutions, and a solution for one person, one family, one business isn’t the same,” Rosa says. “I always say, ‘The more we know, the more we can help.’”