Choreo Agrees to Acquire the Assets of Northeast Financial Group and Herbein Financial Group

By SquaredTown on January 21, 2026

$1.3 Billion Pennsylvania-Based RIAs Expand Choreo's East Coast Footprint and Deepen Tax Planning Alignment for Business Builders CHICAGO, Jan. 21, 2026 /PRNewswire/ -- Choreo, LLC (Choreo) today announced it agreed to purchase substantially all of the assets of Northeast Financial Group...

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