Regional Leader firm of Hartford, Conn., Whittlesey & Hadley, has agreed to merge in Weinstein & Anastasio PC of Hamden, Conn. The merger represents Whittlesey & Hadley’s growth plan to expand services, diversify geographically and continue to grow in size, services and staff.

The combined firms will have 155 people, including 21 partners located in Hartford and Hamden, Connecticut, and in Holyoke, Massachusetts.

“We are committed to an aggressive plan to grow our firm and to add to the depth of our team throughout the Northeast while continuing the value of high quality client service, a tradition that distinguishes us from our competitors,” Drew Andrews, managing partner of Whittlesey & Hadley, said in a statement.

Weinstein & Anastasio provides a broad range of accounting, audit, tax and business consulting services to closely held businesses in a variety of industries, as well as to high net worth individuals throughout New England and New York.

“We look forward to combining the exceptional strength and expertise of the Weinstein & Anastasio team of professionals and their history of quality service, with our mutually superior team members who have served multiple generations of families and businesses, alike,” said Andrews. “The joining of our teams will allow us to demonstrate to our clients that while we continue to grow, we are committed to retaining our valued reputation as having the expertise of a national firm but the responsiveness of a local firm.”

Weinstein & Anastasio, with roots back to 1927, will continue to serve clients and function in key leadership roles in Southern Connecticut communities from their Hamden, Connecticut office, while acquiring the Whittlesey & Hadley brand.

“We are excited to join Whittlesey & Hadley, a firm we have known for many years, and with whom we have partnered, through our PKF North America affiliation,” Roger Sciascia, managing partner of Weinstein & Anastasio stated. “Our firms share a common philosophy when it comes to the delivery of client service and a common vision towards future success and growth in the New England and New York marketplaces. Through this combination we will integrate our technical resources and accomplishments, which will allow for continued delivery of exceptional service to our clients.”

Founded in 1961, Whittlesey & Hadley, provides accounting, audit, tax, technology and business consulting services to clients primarily throughout the northeast, with access to a worldwide network of resources through PKF North America. For more than 50 years, the firm has served closely held businesses, including manufacturing, construction, distribution, real estate, financial institutions, healthcare, government and technology industries, as well as the nonprofit sector, the firm’s largest niche focus.

 

 

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