Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Deals & People August 30, 2012
Financial Telesis Teams With ABD Retirement Services
Financial Telesis Inc. expanded
its advisory team with the addition of ABD Retirement Services, a division of
ABD Insurance and Financial Services.
Reported by PLANADVISER staff
ABD Retirement Services representatives are the most recent retirement plan specialists to select FTI as their broker dealer/registered investment adviser.
“We are very pleased to have the team at ABD Retirement Services join forces with our Financial Telesis team,”said James Williams, president of FTI. “They are exactly the type of rep/adviser that we are seeking—experienced, professional and committed to providing plan sponsor clients with outstanding fiduciary level services. ABD Retirement Services had many broker/dealer options, but elected to engage with Financial Telesis and affiliate with a broker/dealer-RIA that understands the retirement plan marketplace. We share their passion for providing fiduciary services to their plan clients.”
Chris Call, president of ABD Retirement Services,said, “We chose Financial Telesis because we wanted to align ourselves with a top-notch retirement investment specialist, and they rank as one of the best.”
ABD Retirement Services is based in Northern California. Financial Telesis, a financial services firm catering to registered representatives and investment advisers that work with retirement plans, is in San Rafael, California.
More information is available here.