We want to understand your goals and objectives, and even your concerns. What’s keeping you up at night? What life events are you preparing to celebrate? In order for us to understand your financial priorities, reach out to schedule time to connect with each other. Let’s start with where you are today, we’ll help you with where you want to be tomorrow.
You can reach out by calling our office or emailing firstname.lastname@example.org.
During your initial contact with our office, we will provide details on the next steps to working with our team, such as costs, time commitment and how to prepare for your first engagement with our advisory team.
Check the background of your financial professional on FINRA's BrokerCheck. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.
3200 Olympus Blvd., Suite 100
Dallas, TX 75019,
The Avantax family of companies exclusively provide financial products and services through its financial representatives.
Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.
This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with DB Tax & Wealth.