Contact Us:
Alliance Benefit Group Carolinas
Headquarters
5250 Seventy Seven Center Drive, Ste 450
Charlotte, North Carolina 28217
704-714-3895
Alliance Benefit Group Carolinas
124 Verdae Boulevard, Ste 302
Greenville, South Carolina 29607
864-370-5800
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Welcome to the Advisor Center
The Advisor Center is dedicated to our financial advisor partners. We look forward to helping you meet your sales goals and service your retirement plan clients.
Why Should We Be Your 401(k) Partner?
Independence.
ABG Carolinas is not affiliated with any product or fund and does not sell any products or investments.
Experience.
Our expert staff includes a Certified Public Accountant, Actuary, as well as credentialed Plan Administrators, helping you customize just the right plan for your client. You can be confident in our team.
Service.
ABG Carolinas is dedicated to service that is personal, timely, and cost effective. Your clients will have one experienced representative for all their plan needs, and all of your plans will be assigned to one administrator. You will always know who to call for help.
Innovation.
ABG partners with leading industry service providers to offer advisors solutions to fit their needs. Our partnerships with industry providers give advisors access to bundled providers, open architecture mutual fund solutions, ETF solutions, and model portfolio building solutions. We're ready to help you create a great plan for your clients.
Request a proposal:
Click here to send a secure email to ABG
Advisor Testimonials
"(ABG)'s knowledge and experience have been important factors in closing new business. I look forward to a long and mutually successful relationship with ABG Carolinas."
"I recently received a really nice compliment from my client on your service. That's what it takes to get my attention and win my loyalty."
"ABG Carolinas offers it all: professionalism, expert staff, great offerings, and reasonable costs."
The ABG Carolinas Advisor Service Team
Alliance Benefit Group Carolinas has a dedicated team of specialists providing sales support to financial advisors in the employee retirement plan marketplace.
Our team's ERISA experience, combined with your investment and sales experience, gives you a complete package to present to potential clients.
The Advisor Service Team (AST) can help you sell your next plan by offering our assistance with:
- Formal request for proposals
- On-site assistance with presentations
- Custodial comparisons and solutions
- Plan design illustrations
- New government regulations
- Custom client consulting
For assistance with your next plan, please email ast@abgcarolinas.com
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Privacy Policy
Information contained herein is general in nature and is not intended to constitute legal or tax advice. Please consult your attorney or tax advisor. IRS CIRCULAR 230 DISCLOSURE: Alliance Benefit Group, Carolinas LLC, does not provide tax advice. To the extent any communication (including any information provided by or referred to by third party sites or sources), mentions or discusses any tax matter, it is not intended or written to be used, and cannot be used by the recipient or any other person, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party the matter addressed herein. Taxpayers should seek advice from an independent tax advisor. Alliance Benefit Group, Carolinas LLC, does not buy or sell investments nor give investment advice. Information contained herein (1) does not constitute professional investment advice;(2) is provided solely for informational purposes;(3) is not warranted to be accurate, or complete; and (4) is not a solicitation to buy or sell securities. Please consult your investment advisor. Although care has been taken to provide accurate information, the preparer of this communication disclaims any implied or actual warranties as to the accuracy of any material herein and all liability with respect thereto.