AvantaxSM is a pioneer in tax-smart investing, financial planning, and wealth management. Tax and Financial Professionals partner with us to create new revenue opportunities by providing holistic financial services to their clientsfamilies, individuals, and small businessesall through a uniquely tax-focused lens. Were rewriting the future of comprehensive wealth management with a unique perspective on investing, a growing network of more than 3,750 independent Financial Professionals*, and over 30 years of industry experience.
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Investment Securities, Annuities & Retirement Insurance Plans
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