MB is growing! We are excited to announce a new member to the MB Team!
Sabiha Rahman is our new Administrative Assistant at our Walnut Creek headquarters. Sabiha comes to us from the medical industry and is a new Bay Area resident. She will be assisting the Life Client Services Team with administrative tasks to support our team to better serve our clients. MB strives for a “Legendary” client service experience and with Sabiha’s addition –we are proud to continue to build on that foundation! Please join us in welcoming Sabiha Rahman!
Alera Group Bolsters Wealth Management Practice with the Acquisition of Sitzmann Morris and Boyle Insurance Agency
Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based financial services agency providing wealth-preserving strategies and life insurance products and services nationwide.
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