Willis & Machnik Reaches Top 75 at Avantax

We are proud to announce that Willis & Machnik has achieved a Top 75 office rank within Avantax®!* Avantax® is a nationally recognized Top 15 broker dealer with over 3,500 independent financial professionals.

Why does this matter?

We are here because of the work we do with you every day!  Our clients have helped us reach this distinct position by challenging our financial professionals to help discover solutions to the most sophisticated and important financial issues they may face in life.

This achievement also means you, our clients, will continue to receive best-in-class products and services. 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 out very best for decades to come.

The Willis & Machnik Team

*As of October 2020