Achieving Success by
Working Together
YOU are the client to AdvisorServe. We seek to strengthen the role you play in your clients’ financial planning
Learn More Today About
How We Help
Contact us today to find out how we can help support your practice
Where Would You Like the Most Help?
Advanced Planning or Simple Insurance Quotes
Our full resources are at your disposal
A great First Step:
An Insurance Policy Audit
Clients need to look under the hood just to see if their policies are performing as planned
Some Help is Available 24/7:
Quote Engine
A wide range of carrier quotes at your fingertips
Access and Insights from
Most Major Carriers
Protect yourself from that career agent who seems to have the same solution most of the time
FINALLY...
An objective and unbiased resource for you to rely upon when it comes to supporting your client's insurance needs.
About Us
We provide high level insurance information and resources to enable advisors to serve their clients in the best way possible.
Our Philosophy
You, the advisor, are our client. With our resources and expertise at your disposal we are essentially providing your firm its own Insurance Department without the need to build your own staff. This allows you to continue doing what you do best with your client, and at the same time enhance your value and offerings by being their insurance resource.
Our Process
We use our industry connections, underwriting resources, pricing data, and creative design ideas to support your practice. We provide policy reviews, illustrations, applications, case management, and anything else you need to effectively serve your clients as their insurance resource.
Run Your Own Life Insurance Quote
Not Sure How Much Life Insurance You Need?
Request an Insurance Quote
Contact Us
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
Phone: 770.293.9545
Fax: 770.615.3805
Email: info@advisorserve.com
3380 Trickum Road, Building 1100, Woodstock, GA 30188
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. AdvisorServe is a subsidiary of Strategic Stewardship which is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with AdvisorServe, Strategic Stewardship, or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000. Any web site links referenced on this site are being provided strictly as a courtesy. Neither Kestra IS, Kestra AS, AdvisorServe, or Strategic Stewardship are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
