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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.
CFE Federal Credit Union was founded in 1937 as Orange County Teachers' Federal Credit Union. Twenty-three dedicated teachers became the credit union's charter members. At that time, the credit union offered members basic savings accounts and small
Members United Corporate Federal Credit Union is a Warrenville, IL-based company in the Financial Services sector.
Westover Conultants, Inc is a Bethesda, MD-based company in the Financial Services sector.
Splitit enables e-commerce merchants to offer interest-free monthly installment payments to their customers at the point of sale. Customers do not have to apply for a new credit line or qualify for a new credit card.