Strongpoint Partners Announces Collab with ACI

The partnership will further Strongpoint’s presence on the West coast
Strongpoint Partners ACI, retirement advisory firm M&A
Image credit/Copyright: BigStock: inimalGraphic

Strongpoint Partners is teaming up with Allied Consultants (ACI), a provider of custom qualified retirement benefit plan solutions for clients nationwide.

ACI is based in Chino Hills, California and has served the community for 40 years.

“ACI is an excellent firm with a very strong reputation for quality,” said Danny Hest, CEO of Strongpoint Partners. “Meeting Nelson Yeung and his team really solidified our view that they shared our values and passion for serving small and medium-sized businesses through personalized service and customized strategies. Nelson and his team have built a great business, and we’re so excited to partner with ACI and help them continue to evolve and grow.”

Yeung, founder and president of ACI, agreed, “I’ve seen other TPA firms like ours flourish as a part of Strongpoint’s network, and that certainly caught my attention. It has always been imperative to me that if ACI were to pursue a partnership, our team and our clients would continue to be nurtured with the same level of care and attention, knowing that they don’t have to worry about their retirement. After meeting with Strongpoint’s leadership team and learning more about Strongpoint’s support model, I knew this is the ideal next step for ACI. The future looks very bright for ACI – we can’t wait to take advantage of Strongpoint’s resources for long-term growth.”

According to Strongpoint Partners, the ACI team of 48 employees will all remain in their current roles.

More Strongpoint News:

Strongpoint Partners with UBP

Strongpoint Welcomes BEI, Cetera Debuts AI Suite

Past Year ‘Transformational’ at Strongpoint Partners

Amanda Umpierrez
Managing Editor at  | Web |  + posts

Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.

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