HBK Acquires Florida Accounting Firm

NAPLES, Fla. — HBK CPAs & Consultants announced Tuesday it has acquired the public accounting firm Urish Popeck of Florida LLC and its wealth management business, Global Wealth Consultants.

“The highly respected group has been a fixture in southwest Florida financial services for many years,” said Christopher M. Allegretti, CEO and managing principal of the firm based in Canfield, Ohio. Urish Popeck has been working with businesses and individuals and their families for more than two decades, he said.

Allegretti characterized the acquisition as “a union of similar firms and like-minded companies.”

“We’ve always admired the HBK group for their integrity and financial savvy,” Urish Popeck’s Rick Swope said in a statement. “My partner Jane [Lamberson] and I are excited about this association and are convinced that our long-standing client relationships will be enhanced as we work together with our new team.”

Urish Popeck’s group of 14 professionals has moved into the HBK and HBKS Wealth Advisors offices in Naples and begun operating as part of that firm.

Copyright 2024 The Business Journal, Youngstown, Ohio.