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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.
Westamerica Bancorporation is a bank holding company that provides a range of banking services to individual and corporate customers in Northern and Central California, through its subsidiary, Westamerica Bank (the Bank).
Mark Stevens and Co is one of the leading providers in Financial Services. It is based in New Haven, CT. To find more information about Mark Stevens and Co, please visit www.msco.com
Exvere Inc is one of the leading companies in the Financial Services sector.
D&H Group is a Vancouver, BC-based company in the Financial Services sector.