Sammons Financial Group Finalizes Partnership Agreement with NorthRock
West Des Moines, Iowa – December 6, 2023 — NorthRock Partners, a full-service financial and lifestyle advisory firm, and Sammons Financial Group, a leading financial services company, have finalized terms of its previously announced partnership.
“We are excited to partner with an innovative firm like NorthRock,” said Esfand Dinshaw, CEO of Sammons Financial Group. “We look forward to a long-term collaboration as we work together to empower the future of NorthRock’s financial advisors and, ultimately, clients. We welcome NorthRock to the Sammons Financial Group family of businesses.”
This collaboration represents a significant milestone for both companies and reaffirms their dedication to deliver a differentiated wealth management model centered around the holistic financial and lifestyle needs of the client.
About NorthRock Partners
NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. Through their Personal Office® experience, NorthRock seamlessly delivers uniquely tailored advice in areas such as investments, tax, insurance, legal and estate, and charitable giving. With more than 1,500 clients, $5 billion in assets under management, and multiple locations across the country, NorthRock has one of the most comprehensive offerings in the financial services industry and is in the top 1% of RIA firms in the country. For 30 years, the NorthRock team has put the client at the center of everything they do— building lifelong relationships and delivering unparalleled advice and services, equipping them to reach their potential. To learn more, visit www.northrockpartners.com.
About Sammons Financial Group
The companies of Sammons Financial Group® help families and businesses by empowering futures and changing lives. Sammons Financial Group is a privately held and employee-owned company with strong members that are among the most stable in the financial services industry. Our companies include Midland National® Life Insurance Company, North American Company for Life and Health Insurance®, Midland Retirement Distributors® and Sammons Retirement Solutions® — product lines of Sammons Institutional Group® — and Beacon Capital Management. Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, North Dakota, Ohio, and South Dakota.