Avantax is grateful for so much this Thanksgiving - including joining Cetera a year ago today! We're thankful for growth, opportunities, and everyone in the #AvantaxCommunity - especially the Financial Professionals we are privileged to serve every day. Happy Thanksgiving!
Avantax
金融服务
Dallas，Texas 28,283 位关注者
We deliver tax-intelligent wealth management solutions for Financial Professionals.
关于我们
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management?. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners?. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services?, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services?. Insurance services offered through licensed agents of Avantax Insurance Agency? & Avantax Insurance Services?. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
- 网站
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https://www.avantax.com
Avantax的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 1983
地点
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主要
获取路线
3200 Olympus Blvd
Suite 100
US，Texas，Dallas，75019
Avantax员工
动态
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"Avantax isn’t a small company, but they have a small-company feel where I know I can get on the phone and talk with any department head at any time. Having direct access to leadership and other key people at the Avantax Home Office was really impactful for me." Financial advisor Andrew Erickson, CFP? CEPA? has found his tax-intelligent home with the #AvantaxCommunity, and we're thrilled to warmly welcome him. Read more about Andy and why he chose Avantax in our press release: https://lnkd.in/gnzfGYKX #WealthManagement #AvantaxIntelligent #FinancialAdvisors
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What are we grateful for this Thanksgiving week? Meetings like these with the #AvantaxCommunity! It was a full house in Chicago, including Avantax Wealth Management President Andy Watts, CFP? who presented to the group. #WealthManagement #FinancialAdvisor #FinancialProfessionals
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For our final PFS Live event of the year, we hosted a record number of attendees in sunny San Diego! We're thrilled more than 60 CPAs chose to join us this year as they seek to earn their?AICPA?Personal Financial Specialist? (PFS) designation. If you're a CPA who’s considering adding wealth management to your professional services, we hope to see you at a PFS Live workshop next year. Stay tuned for our 2025 calendar. #CPAs #WealthManagement #Taxes
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Avantax team members Jonathan S., Sam Gruhl, CFA, and Justin Scott joined our partners at Drake Software for their Update School event in Dallas this week. They met with a variety of friends old & new to share the tax-intelligent advantage tax professionals can experience with Avantax's Strategic Partnership Program and Avantax Planning Partners. #WealthManagement #Tax #Taxes #TaxProfessionals #CPAs #AvantaxIntelligent
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Avantax is known as the home for Tax-Intelligent Financial Professionals, but did you know we're also a top choice for female Financial Professionals? At our National Conference last week, Vice President of Business Development and head of the Avantax Women's Advisor Forum Laurie Stack shared why she's so inspired by the path women are taking to create milestones in our industry ahead of the next decade's historic transfer of wealth to women. #WomenInWealth #WealthManagement #FinancialAdvisors #FinancialProfessionals
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Covering RILAs, advanced Roth strategies, fee-based annuities and a host of other topics, our inaugural Annuity University at National Conference was full of actionable insights for our Financial Professionals to help their clients save and retire with confidence. Thanks to our incredible partners for helping make this event possible, including Corebridge Financial, Equitable, Eagle Life Insurance Company, Jackson, F&G, Sammons Financial Group Companies, Brighthouse Financial, Global Atlantic Financial Group, and NFG Brokerage. #Annuities #WealthManagement #AvantaxIntelligent
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To all the Financial Professionals, Wealth Management Assistants, and valued Partners at our National Conference last week: Thank you for joining us for a record-breaking conference! More #AvantaxCommunity members in attendance than ever meant more opportunities to collaborate and create lasting connections.
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Congratulations to our 2023-2024 Progressive Ongoing Education program award winners, who were honored at this week's National Conference! Designed to help Wealth Management Assistants stay informed of changes in the industry, processes, technology and compliance, the program's award winners all met the challenging criteria which included operational excellence and technology performance. #WealthManagement #FinancialServices #AvantaxCommunity Lanier-McCormack Wealth Management Dearden Financial Services LLC Darnall Sikes Wealth Partners LLC Pohlman, Talmage, Brown & Campbell CPAs, Inc. HeimLantz CPAS & Advisors JY WealthCare, LLC Arrow Advisory, LLC Willis & Machnik Financial Services, LLC JY WealthCare, LLC The Tax Smart Advisory Group Kore Financial Group
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A legacy-minded wealth advisor focused on estate planning relative to taxation, we're thrilled Carolyn Bare chose to affiliate with the tax-intelligent #AvantaxCommunity! A few quick facts about Carolyn: ?? Founder of Trust Matters Financial ?? Prioritizes working with small-business owners and clients who want legacy planning and wealth transfer advice ?? Based in Greenville, South Carolina ?? Greatly enjoys Avantax's tax-focused tools and technology! Read more here: https://bit.ly/3O9m21R #WealthManagement #FinancialAdvisor #AvantaxIntelligent #Taxes
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