1ST GLOBAL

We understand that managing your tax burden is an essential part of managing the overall performance of your assets. Avantax Financial Professionals take a holistic approach to review your investment strategy, business assets, possible business insurance needs, and retirement goals. We help ensure your investments are appropriately allocated, consider future expenses and how they'll be covered, plus the tax implications of your investment and distribution decisions, including dividends and capital gains/losses... Your dedicated Avantax Financial Professional should be the first person you speak with. If for some reason they are not reachable, we also offer a backup customer support team that understands your needs and is available to answer questions about your account... Since 1983, we've partnered with financial professionals, CPAs, and other tax professionals to help clients pursue better after-tax results and grow their business.

Primary location: Dallas United States