Financial Telesis has embarked a new partnership with ABD Retirement Services, a division of ABD Insurance & Financial Services, pursuant to which ABD Retirement Services representatives will collaborate with Financial Telesis.
The alliance will strengthen their presence in the market and enable them to offer better services to the firms who have selected FTI as their broker dealer/registered investment advisor, the firm said.
Commenting on the partnership with ABD Retirement Services, FTI president James Williams said, "They are exactly the type of rep/advisor that we are seeking — experienced, professional, and committed to providing plan sponsor clients with outstanding fiduciary level services."
ABD Retirement Services president Chris Call, who joins the FTI team, said the firm has partnered with Financial Telesis as it wants to align with a good retirement investment specialist.
Financial Telesis, a comprehensive financial services firm, provides investment advice and retirement related services through its over 430 registered representatives and advisors in US.
Headquartered in San Mateo, US, ABD Insurance and Financial Services manages insurance brokerage and has no affiliation with Wells Fargo Insurance Services or its predecessor firms.