ABD creates and manages retirement programs so your staff doesn't have to.
ABD Financial Services is an independent objective consultant. We can
work with any provider in the industry. Over the years we have developed
strong relationships with a number of providers and use that to our clients'
advantage when we are negotiating fees, plan design, management of the plan,
and investment options. This is particularly helpful when there is a need
for funds outside the investment company's immediate family. We have no
vested interest in anyone but our client and can therefore, impartially and
fairly review each plan for its merits.
ABD Financial Services includes 13+ employees, all of whom are NASD
securities licensed. ABD is unique in that it has built a large
retirement consulting practice to serve the needs of our clients who require
true "retirement plan specialists." We focus 100% of our time on our
clients' retirement plans needs.
Our philosophy is to:
Assist in Fulfillment of Fiduciary Responsibility
Advocate High Quality Investment Choices
Implement Plan Designs Reflective of Business Objectives
Educate Employees on Financial Services
Ensure Plan's Ongoing Compliance and Competitiveness
Champion Best Interest of Plan Sponsor
Why work with ABD Financial Services?
Independent - no proprietary product requirements
Objective - represent the entire market - Mutual Fund and Insurance
Companies; Third party administrators; and Banks
Sole focus on 401(k) Plan Consulting
Our team of highly-experienced retirement professionals
Distinctive capability to act as valuable extension of your benefits
team
ABD Financial Services Core
Services
For more information please:
Contact Us
Securities offered through ABD Financial Services, Inc. a registered broker-dealer and a member of the FINRA and SIPC. ABD Financial Services, Inc. is a subsidiary of ABD Insurance and Financial Services.
FINRA
