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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 mission is “to consistently surpass member expectations by enthusiastically providing first-class personal and professional service with a commitment to continuous innovation.”
Leading Edge Recovery Solutions is a Chicago, IL-based company in the Financial Services sector.
Mezu is the only money app that puts your privacy first. Mezu gives you a private and secure way to Give and Get money without sharing your personal information with each other. Just like cash, with Mezu, you can conveniently pay, tip, earn and donate, safely and for free. And with our triple end-to-end encryption your identity and transactions are kept secure. Because Mezu believes that what you do with your money is your business.
Coastal Investments Group is a Virginia Beach, VA-based company in the Financial Services sector.