Plains State Bank Acquires Core+ Financial Strategies and Core+ Tax Strategies
September 20, 2023
Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies, bringing more than $300 million in client assets and experienced advisors into the bank's offerings. The Core+ teams — with locations in Houston and Cypress, Texas — will continue operating as usual and have chosen Raymond James Financial Services as their broker/dealer; PSB said the deal expands its wealth management and tax capabilities to better serve small business and individual clients.
- Buyers
- Plains State Bank
- Targets
- Core+ Financial Strategies, Core+ Tax Strategies
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Buyout
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