Ross & Yerger Acquires Element Wealth
September 5, 2023
Ross & Yerger, a long-established Jackson-based insurance agency, has completed a strategic merger with Element Wealth of Ridgeland to expand its wealth management and financial planning capabilities. The integration brings Element Wealth’s advisory services into Ross & Yerger’s platform to offer clients a more comprehensive suite of insurance, retirement and investment solutions.
- Buyers
- Ross & Yerger Insurance, Inc.
- Targets
- Element Wealth
- Industry
- Financial Services
- Location
- Mississippi, United States
- Transaction Type
- Buyout
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