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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.
Fine Impressions is a Mankato, MN-based company in the Financial Services sector.
Gundermann and Gundermann is a Huntington, NY-based company in the Financial Services sector.
Neighbors Federal Credit Union is one of the leading providers in Financial Services. It is based in Miami, FL. To find more information about Neighbors Federal Credit Union, please visit www.neighborsfcu.org
An asset management company that provides portfolio management and corporate governance services to real estate related investment vehicles.