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Insights

Acquisition signal Hooker & Holcombe has been acquired by USI Consulting Group, signaling a strategic realignment in retirement plan consulting and potential cross-sell opportunities for USI’s broader service suite.

Growth readiness Revenue range indicates a mid-market firm with room to scale services such as actuation, investment advisory, and compliance outsourcing for employer-sponsored plans as it integrates with USI.

Technology footprint Core tech stack is office productivity suites and standard collaboration tools; potential upsell for modern retirement plan administration platforms, data analytics, and participant education solutions.

Plan portfolio Expertise spans multiple retirement vehicles (401(k), 403(b), 457, OPEB, defined benefits) suggesting cross-sell potential into broader plan design, actuarial, and education programs across clients.

Education focus Dedicated financial wellness and participant education capability presents a pathway to enhanced engagement services and personalized wellness programs for sponsors seeking higher plan participation and outcomes.

Hooker & Holcombe (Acquired by USI Consulting Group) Tech Stack

Hooker & Holcombe (Acquired by USI Consulting Group) uses 8 technology products and services including Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, and more. Explore Hooker & Holcombe (Acquired by USI Consulting Group)'s tech stack below.

  • Microsoft Excel
    Editors
  • Microsoft PowerPoint
    Editors
  • Microsoft Outlook
    Email
  • Microsoft
    Miscellaneous
  • Microsoft Word
    Office Suites
  • Microsoft Office
    Office Suites
  • Microsoft Windows
    Operating Systems
  • Timesheets
    Time Tracking

Hooker & Holcombe (Acquired by USI Consulting Group)'s Email Address Formats

Hooker & Holcombe (Acquired by USI Consulting Group) uses at least 1 format(s):
Hooker & Holcombe (Acquired by USI Consulting Group) Email FormatsExamplePercentage
FLast@hhconsultants.comJDoe@hhconsultants.com
91%
First.Last@hhconsultants.comJohn.Doe@hhconsultants.com
6%
Last@hhconsultants.comDoe@hhconsultants.com
3%

Frequently Asked Questions

What is Hooker & Holcombe (Acquired by USI Consulting Group)'s phone number?

Minus sign iconPlus sign icon You can contact Hooker & Holcombe (Acquired by USI Consulting Group)'s main corporate office by phone at
+1-860-521-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hooker & Holcombe (Acquired by USI Consulting Group)'s official website and social media links?

Minus sign iconPlus sign iconHooker & Holcombe (Acquired by USI Consulting Group)'s official website is hhconsultants.com and has social profiles on LinkedIn.

How much revenue does Hooker & Holcombe (Acquired by USI Consulting Group) generate?

Minus sign iconPlus sign icon As of July 2026, Hooker & Holcombe (Acquired by USI Consulting Group)'s annual revenue is estimated to be $10M - $25M.

What is Hooker & Holcombe (Acquired by USI Consulting Group)'s NAICS code?

Minus sign iconPlus sign iconHooker & Holcombe (Acquired by USI Consulting Group)'s NAICS code is 52 - Finance and Insurance.

How many employees does Hooker & Holcombe (Acquired by USI Consulting Group) have currently?

Minus sign iconPlus sign iconAs of July 2026, Hooker & Holcombe (Acquired by USI Consulting Group) has approximately 51 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chairman, Hooker Holcombe, Inc President Chief Investment Officer: R. P.Senior Vice President And Consulting Actuary: S. R.Director, Investment Consulting Services: A. C.. Explore Hooker & Holcombe (Acquired by USI Consulting Group)'s employee directory with LeadIQ.

What industry does Hooker & Holcombe (Acquired by USI Consulting Group) belong to?

Minus sign iconPlus sign iconHooker & Holcombe (Acquired by USI Consulting Group) operates in the Financial Services industry.

What technology does Hooker & Holcombe (Acquired by USI Consulting Group) use?

Minus sign iconPlus sign iconHooker & Holcombe (Acquired by USI Consulting Group)'s tech stack includes Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoftMicrosoft WordMicrosoft OfficeMicrosoft WindowsTimesheets.

What is Hooker & Holcombe (Acquired by USI Consulting Group)'s email format?

Minus sign iconPlus sign iconHooker & Holcombe (Acquired by USI Consulting Group)'s email format typically follows the pattern of FLast@hhconsultants.com. Find more Hooker & Holcombe (Acquired by USI Consulting Group) email formats with LeadIQ.

When was Hooker & Holcombe (Acquired by USI Consulting Group) founded?

Minus sign iconPlus sign iconHooker & Holcombe (Acquired by USI Consulting Group) was founded in 1956.
Hooker & Holcombe (Acquired by USI Consulting Group) logo

Hooker & Holcombe (Acquired by USI Consulting Group)

Financial ServicesConnecticut, United States51-200 Employees

Based in Bloomfield, Connecticut, Hooker & Holcombe operates within the financial services landscape, concentrating on retirement plan consulting and benefits administration. The firm provides actuarial, investment advisory, administrative and regulatory-compliance services for employer-sponsored plans, including pensions and defined contribution programs such as 401(k), 403(b), 401(a) and 457 plans. Founded in 1956, it has pursued a consultative approach aimed at helping clients identify retirement goals and implement effective solutions. In May 2023, the firm was acquired by USI Consulting Group, a national retirement plan consulting firm.

Its services target plan sponsors seeking expertise in governance, compliance and administration for a range of retirement programs. An education specialist collaborates with sponsors to identify participants' preferences and needs, tailoring practical and affordable financial wellness programs.

Section iconCompany Overview

Phone number
+1-860-521-****
Website
hhconsultants.com
NAICS Code
52 - Finance and Insurance
Founded
1956
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Hooker & Holcombe (Acquired by USI Consulting Group)'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Hooker & Holcombe (Acquired by USI Consulting Group)'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Stylized image of a person
    R. P.
    Chairman, Hooker Holcombe, Inc President Chief Investment Officer
    Mobile Phone
  • Stylized image of a person
    S. R.
    Senior Vice President And Consulting Actuary
    Mobile Phone
  • Stylized image of a person
    A. C.
    Director, Investment Consulting Services
    Mobile Phone
  • Stylized image of a person
    A. M.
    Director, Investment Consulting Services
    Mobile Phone
  • Stylized image of a person
    T. A.
    Human Resources Manager
    Mobile Phone

Employee Directory

  • Stylized image of a person
    L. T.
    Senior Actuarial Analyst
    Mobile Phone
  • Stylized image of a person
    B. F.
    Senior Actuarial Analyst
    Mobile Phone
  • Stylized image of a person
    D. J.
    Principal
    Mobile Phone
  • Stylized image of a person
    F. G.
    Principal
    Mobile Phone
  • Stylized image of a person
    M. K.
    Marketing Staff
    Mobile Phone

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