Kestra Financial has added a $600 million team to its ranks of advisors in the New York area, announcing that Borger Financial Services, a five-person group offering financial-planning services to wealthy clients, has joined its platform.
Borger principal Debra Clark says teaming with Kestra will enable the practice to continue to expand its client base while preserving a holistic service model that includes advice on investments, taxes, and retirement and estate planning.
“In…
