H D Vest & Financial Services

Avantax, founded in 1983 by a CPA, is a leading financial services firm specializing in tax-intelligent investing. With a holistic approach to financial planning, wealth management, and retirement planning, Avantax helps clients navigate their financial futures with a focus on tax implications.

Ranked among the Top 10 independent broker-dealer firms, Avantax manages over $92 billion in client assets nationwide. Their team of Avantax Financial Professionals offers expertise in investment strategy, business assets, insurance needs, and retirement goals to optimize clients' financial performance.

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