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Top Affiliate Firm with Avantax Wealth Management Award

Top Affiliate Firm with Avantax Wealth Management Award

February 21, 2022
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We are proud to announce we have been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates are selected for this prestigious honor. We are lucky to be a part of the Avantax Community, a large network of like-minded tax and financial professionals who collaborate and grow together.

We are here because of the work we do with our wonderful clients.  They have helped us reach this position by challenging us to discover solutions to their most important financial issues.  As a top Avantax firm, we will continue to provide best-in-class products and services. 

This achievement also means you, our clients, will continue to receive exceptional service, tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning. As top advisors and staff at Avantax, we have unique opportunities to participate on industry committees and councils, direct a regional chapter of Avantax financial professionals, serve as mentors, and are always on the leading edge of trends and changes in the financial services industry. 

THANK YOU for helping us hit this milestone. We promise to continue offering you our very best for decades to come.