GenoaFinancial expands, acquires Skees & Associates

Dec 19, 2023 | Business | 0 comments

GenoaFinancial, a division of GenBanc, Inc. in Genoa, announced the acquisition of Skees & Associates, a second generation family-owned financial planning business established in the 1960’s. The strategic move reflects GenoaFinancial’s commitment to expanding its capabilities and providing even greater value to its customers.

The acquisition was finalized on Thursday, Dec. 7, bringing together two entities with a shared dedication to innovation, excellence and customer satisfaction.

As part of Dan Skees’ succession plan, he looked to maintain the majority of his clients. He found that his mission and goals aligned well with GenoaFinancial’s purchase of Skees & Associates and will be mutually beneficial for both entities. As Skees & Associates is integrated into GenoaFinancial, the shared commitment to client success remains unwavering.

Clients who continue with GenoaFinancial can expect a seamless transition and continued high-quality service. The headquarters will remain in Genoa, with additional locations throughout Northwest Ohio.

“We are very pleased with this strategic partnership between Skees & Associates and GenoaFinancial,” said Marty Sutter, Chairman, President, and CEO of GenBanc, Inc. “We believe this is a great brand to bring under GenoaFinancial’s banner and will help us enhance our financial service offerings within our market. Dan Skees is a high-character financial planner, and we are blessed to have him and his associates on our team.”

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