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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.
Company Details
- Employees
- 555
- Founded
- -
- Address
- 3200 Olympus Blvd,
- Phone
- +1 814 425 3953
- Industry
- Financial Services
- Website
- avantax.de
- Keywords
- Dallas.
- HQ
- Dallas, Texas
Avantax Questions
Avantax's helpline number is +1 814 425 3953
Avantax's website is avantax.de
Avantax's LinkedIn profile is https://www.linkedin.com/company/avantax
Avantax has
555 employees.
View email and phone details for 555
employees at Avantax.
Avantax's industry is
Financial Services
Avantax's top competitors are
Principal Financial Group,
Osaic,
Charles Schwab,
Fidelity Investments,
Pluralsight,
Avantax Planning Partners,
Cetera Wealth Services,
Lpl Financial,
Hd Vest Financial Services,
Cetera Financial Group.
Avantax's categories are Financial Services
Avantax's founding year is 1983
Top Avantax Employees
-
John Chitaley
Cpa, Cfp®, Ricp® - I Help Real Estate Investors To Leverage Tax Strategies And Navigate Around Their Pitfalls, So That They Can Remain On Top Of…
Tacoma, Washington, United States, United States3chitaleycpa.com, yahoo.com, rwjcpa.com2 +191653XXXXX
-
Steve Burton
Cpa And Financial Advisor
United States, United States3hdvest.com, gmail.com, gmail.com -
Todd Ihrig
Financial Advisor
Arlington, Virginia, United States, United States3hdvest.net, tds.net, investwithaplan.com3 +175771XXXXX
-
Erich Davis
n/a
Fort Worth, Texas, United States, United States
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