Rea & Associates is excited to announce that Investment Partners, LTD has merged with Rea & Associates, effective January 1, 2023. Rea & Associates offers services far beyond that of a traditional accounting firm, including information services, managed IT, retirement plan consulting, as well as valuation and transaction advisory services. Adding Investment Partners means that the firm now offers wealth management services to clients. You may have some questions about this merger. To answer these questions, we’ve compiled a list of frequently asked questions and answers. If, after reading through this page, you still have questions, please don’t hesitate to contact your Rea or Investment Partners advisor. They are happy to answer any questions or concerns you have about the merger.
How will this merger affect me?
Rea and Investment Partners have had a strategic relationship for decades. This merger will elevate the experience and provide a more well-rounded suite of services available to clients of both firms. That said, you will not notice much change in your day-to-day experience with either firm.
Will I still have the same Advisor?
Absolutely! The financial advisors and service team with whom you’ve been accustomed to working with over the years will stay the same. Relationships are critical in this business and we are committed to maintaining and reinforcing the trust you’ve placed in our firm and individual team members.
Will my rates go up?
Nope! This merger is about uniting our two firms for the purpose of providing our clients with access to a more robust service line and a highly regarded team of industry experts – not raising rates. You will see absolutely no negative changes in the service you currently receive, your fees or your service team.
How do I contact my advisor?
Even though the two firms have merged, all phone numbers and email addresses will remain the same. So you can continue to use the telephone numbers and email addresses you’ve always used. If you have additional questions, we are happy to answer any questions you may have. Give us a call!
Investment Partners:
New Philadelphia; 303.308.9707 / 800.401.5800
Dublin: 614.761.9087 / 877.401.5877
Millersburg: 330.674.5070 / 866.674.5070
Mentor: 440.266.0928
Independence: 216.573.9029
Rea & Associates:
Columbus: 614.652.9258
Dublin: 889.8725
Gahanna: 614.358.4682
Independence: 216.573.2330
Lima: 419.331.1040
New Philadelphia: 330.339.6651
Marietta: 740.373.7423
Medina: 330.772.8222
Mentor: 440.266.0077
Millersburg: 330.674.6055
Newark: 614.314.5937
Wooster: 330.264.9750
Zanesville: 800.837.0804
To visit us online, go to 2ec.e-west21.net.
Will members of the Investment Partners team be moving?
Currently, all five Investment Partners offices are located in Rea-owned buildings. Most will not be moving. However, both the Rea and Investment Partners offices in the Columbus area are running out of space and have been planning to move to a new location in Dublin later this year, once construction is finished. More details on that move will follow.
How will the merger affect the name of the firm?
Both Rea and Investment Partners have established a strong brand presence throughout their communities and will retain their names at this time.
How many people are losing their jobs?
Nobody will lose their job as a result of this merger! You will see the same friendly faces you’ve grown accustomed to seeing.
Why did the two firms merge?
With the addition of Investment Partners, Rea & Associates reaffirms its dedication to providing services that help grow and protect its clients’ financial position, including their personal wealth. Rea’s current accounting and consulting services go hand-in-hand with wealth management, and through the merger, Rea will be able to serve clients with a more coordinated team approach, alongside creating additional client service offerings. Not only will Rea clients benefit from Investment Partners’ suite of services, but INVP clients will now have access to some of the greatest accounting and consulting professionals in the country.
Do I need to do anything?
No! There is nothing you need to do as a result of this merger other than continue to reach out to us if you have any questions or concerns. In the meantime, you can visit 2ec.e-west21.net or www.invp.com for a wealth of content and insight, you are sure to find tips and practices to help facilitate even greater business success.