Broker Check

American Group Retirement Strategy Centers - Southfield, MI

 

Team

THE AMERICA GROUP TEAM – FIRST RESPONDERS

The America Group Team is comprised of highly skilled first responders, who offer advisors guidance and a high level of service that is efficient and timely. The team’s expertise covers all the needs of an advisor including transitioning, technology, case design and planning, marketing, training, strategic coaching and a whole lot more. As first responders, we know how to save time and can introduce ways to build efficiencies and mainstream processes that help advisors grow faster, build in more personal time, and enjoy client facing as they grow their business. Each team member brings a high level of expertise, passion and industry knowledge for what they do to all advisors who affiliate with LPL Financial as independents, bank or institution employees, and/or cross-platform (working both channels) relationships.

LPL SERVICE 360 TEAM

As one of LPL Financials Largest Enterprises advisors are provided with a Dedicated 360 Team-based service solution that assigns selected Service 360 associates to your firm to provide personalized service that focuses on the qualities that matter most to advisors:


  • Accuracy
  • Consistency
  • Follow-Up

SERVICE 360 FEATURES

  • Dedicated service that takes exclusive ownership of your service needs
  • The opportunity to establish a personalized working relationship with your dedicated associates
  • A personalized number to call and a simplified phone menu
  • Quicker, more direct processing of operational requests
  • A single point of contact from start to finish, including issue resolution and follow-up