SEP Financial Services - Ownership and Business Overview

Financial ServicesCompany

SEP Financial Services Ownership

Who owns SEP Financial Services?

SEP Financial Services is owned by Avantax. It was acquired on September 26, 2024.

SEP Financial Services Business Overview

Where is SEP Financial Services headquartered?

SEP Financial Services is headquartered in Goshen, New York.

What sector is SEP Financial Services in?

SEP Financial Services is a financial services company.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 144 acquisitions of financial services companies in 2024, including 9 acquisitions by private equity firms, and 135 by strategics.

SEP Financial Services

SEP Financial Services

5 Hatfield Lane Suite 2A-2,
Goshen, New York 10924
United States,
(845) 618-1700
www.seppfs.com

SEP Financial Services specializes in tax-focused financial planning and wealth management. SEP Financial Services provides comprehensive financial advice, including wealth management solutions tailored to minimizing clients' tax burdens. SEP Financial Services is based in Goshen, New York.


Company Summary

SECTOR

Financial Services

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New York Companies , Financial Services Companies , United States Companies , New York Financial Services Companies , New York Financial Services with Acquisitions , New York Financial Services with Divestitures

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