AVANTAX

Avantax is ranked as one of the Top 10 independent broker-dealer firms, managing over $92 billion in total client assets across all 50 states. 1... Wouldn't it be great to plan your financial future with all aspects considered? Founded by a CPA in 1983, Avantax is a pioneer in tax-intelligent investing. Our planning process includes a holistic analysis of every facet of your financial plan, viewed through a tax-focused lens. Financial planning, wealth management and retirement planning are all integral components to consider when planning your goals with a tax-intelligent approach... 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.

Primary location: Dallas United States