A new firm has joined KerberRose Wealth Management, effective December 1, 2020. Scott Ciullo, Inc. dba MI Retirement Guys, LLC in Marquette, MI has merged with KerberRose Wealth Management (KRWM).
This agreement with Scott Ciullo, Inc. dba MI Retirement Guys, LLC also marks KerberRose’s first office outside of Wisconsin.
Scott Ciullo, Inc. dba MI Retirement Guys, LLC based in Marquette, Michigan joins KerberRose Wealth Management as another arm in its financial advisory and retirement plan services. The firm offers retirement planning, financial advisory services, life insurance planning, estate planning and plan sponsor consulting.
Scott Ciullo has been the majority owner of the nationally recognized firm since 2012 and he has more than 30 years of experience in financial services. The Marquette office has a total of five employees, who will integrate into KerberRose’s staff.
KRWM currently services 401k plans in the Upper Peninsula region, and the joining of these two firms will act as a complementary extension of KerberRose’s own Trusted Advisor retirement and investment services.
“We know KerberRose Wealth Management treats clients in the same excellent manner as we do, so this was a natural fit. With the addition of all KerberRose services, this is a win-win for clients and staff’” said Scott.
The Marquette office will continue operating with current staff, and clients will continue to work with their current advisors.