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1721 Allens Lane Suite 103
Wilmington, NC 28403

Phone: 919.580.3177

info@dental401k.com

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OWN OR MANAGE A DENTAL PRACTICE?

Get tips from Certified Financial Planner professionals.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

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Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA, SIPC. Advisory Services offered through appropriately registered Investment Adviser Representatives ("IARs") of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000. 

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Investment management services for the Dental 401(k) Pooled Employer Plan are provided by Focus Partners Advisor Solutions. Plan administration provided by Ascensus. These entities are separate and otherwise unaffiliated with Allegiance Financial Group Advisor Services LLC (AFGAS) and The Strategic Financial Alliance, Inc. 

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COMPLIANCE: Form CRS | Investment Advisor Public Disclosure | Privacy Policy | FINRA | SIPC | SFA | FPAS | Ascensus

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