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Who We Are
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Client Access

Check us out on BrokerCheck®

585-673-7331

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Securities offered through Avantax Investment Services ^SM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services ^SM, Insurance services offered through an Avantax affiliated insurance agency.

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Avantax affiliated Financial Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services ^SM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services ^SM, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management ^SM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management ^SM or its subsidiaries. Avantax Wealth Management ^SM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

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Reach out to us today to learn more or to schedule a complimentary Discovery Meeting where we will explore all aspects of your financial life.

Who We Are

Who We Serve

What We Do

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Contact

Designed by Dunn and Rice Design, Inc.

Designed by Dunn and Rice Design, Inc.

Reach out to us today to learn more or to schedule a complimentary
Discovery Meeting where we will explore all aspects of your financial life.

Wealth Management Defined
Our Services