Gilman Ciocia has acquired Weiss Advisory Group and Weiss Financial Services, expanding the firm’s presence in New York.
The merger is effective immediately. Financial details of the transaction were not disclosed.
Partners Richard Weiss, Keith Weiss and their staff will remain in their current offices in Mahopac, N.Y.
“We are pleased to have acquired this highly-respected and renowned financial services firm in the Hudson Valley,” said Gilman Ciocia president and CEO Michael Ryan (pictured) in a statement.“Having Richard and Keith on board will bring value to both of our client bases in the region through our mutual knowledge and expertise in the accounting, tax planning and financial planning services that we offer. We are very pleased to provide comprehensive wealth management all under one roof.”
