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Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Our funding has assisted thousands of individual claimants achieve a successful resolution to their legal claims. In the interim, we have developed strong relationships with hundreds of Canada`s most reputable and established law firms who value our integrity and responsiveness in satisfying their needs and the needs of their clients.
Financial Resource Assoc is a Santa Cruz, CA-based company in the Financial Services sector.
Encore Funding is a receivables finance & asset backed lending business that provides clients with fuel for growth. Our dedicated team has decades of experience helping clients find success. Besides providing invoice factoring and capital for your growing business, we know what to expect, what to watch out for and how to push your business forward.
Treadstone Private Equity is a sector leading Accounting, M&A, Taxation, Analytical, and International business laws... Comprising professionals who can assist you and your company in all areas of today`s ever changing business world Treadstone Private Equity is an independent corporate Finance advisory boutique within the International global business network, providing specialist corporate finance advice to listed and privately owned companies, both American and foreign areas. We offer professional services based on our specialist knowledge within our core areas of expertise. We offer long term, sustainable financial solutions with a view to developing trusted and on going relationships with our clients and with a focus on service expertise, technical excellence and integrity. Our team consists of highly qualified and experienced professionals with corporate finance and investment banking experience and is recognized for our exceptional service delivered to clients.