Financial Telesis, Inc. (FTI) announces ABD Retirement Services, a division of ABD Insurance & Financial Services, has joined the FTI team. The alliance marks an exciting step for Financial Telesis — bringing ABD Retirement Services representatives on board is the latest in a growing number of retirement plan specialists that haven chosen FTI as their broker dealer/registered investment advisor.
“We are very pleased to have the team at ABD Retirement Services join forces with our Financial Telesis team,” notes James Williams, President of FTI. “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 had many broker dealer options, but elected to engage with Financial Telesis and affiliate with a BD/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 is also enthusiastic about joining the FTI team: “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.” The veteran financial professionals at ABD Retirement Services are well established in Northern California. The group has worked together since 2005 and has built a reputation for innovation — always looking for better ways to serve their clients. This responsiveness fits with FTI’s tailored approach to meeting the needs of its representatives.
About Financial Telesis Inc. (FTI)
Financial Telesis, Inc. is a comprehensive financial services firm catering to registered representatives and investment advisors that work with retirement plans as well as retail customers. FTI has over 430 registered representatives and advisors, and over 200 offices across the U.S. FTI’s home office is located in San Rafael, California. More information can be found on the FTI website at www.financialtelesisinc.com
About ABD Insurance & Financial Services
ABD Insurance and Financial Services is a collective with more than 75 years of history in the insurance industry. ABD is headquartered in San Mateo, with additional offices in San Francisco, Redwood City and San Jose. ABD is an independently owned and operated insurance brokerage and has no affiliation with Wells Fargo Insurance Services or its predecessor firms. More information can be found on the ABD website at www.theABDteam.com.
Contact: James Williams Financial Telesis, Inc. (415) 526-2751 www.financialtelesisinc.com
Charles Goodyear ABD Insurance & Financial Services (415) 402-0222 or (415) 265-1545 www.theABDteam.com
