The Avantax family of companies exclusively provide investment products and services through its representatives. They’ll explain their services and can help answer any questions you may have.© 2020 Senior Finance Advisor Inc. All rights reserved.Financial planning questionnaire. He or she is prepared to help you find retirement solutions or work with those you already have to keep you financially healthy. BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors. AVANTAX ADVISORY SERVICES offers financial planning services, educational seminars/workshops, other services, portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as . Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Green is able to act as a financial advisor … Additional materials will be available to illustrate the value of partnering with an Avantax-affiliated financial professional. Call NowLearn 7 steps to help you find the best financial advisor for you. Your Avantax Advisor understands the importance of your retirement savings to your overall financial well-being. Philip Unsworth is an investment advisor in Yorktown, Virginia. Unsworth maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. In this role, he is currently responsible for providing education on tax-related topics and concepts, advisor training, and distribution of the Tax-Smart Investing platform. People are living longer, which means it is more crucial than ever before to strategically plan your finances so you can fully enjoy your golden years. Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in N Weymouth, MA.

From understanding the different financial service offerings to verifying credentials and understanding the compensation; learn how to find a financial advisor you can trust with your money.With our trusted network of advisors, we’ll connect you with up to three established planners in your area. Avantax Advisory Services manages $25.7 billion and provides investment advisory services for 94,400 clients (1:38 advisor/client ratio). Steven Monji is a financial advisor in Anaheim, California. In these offices, I work directly with tax experts, as well as the wealth management professionals of Avantax Investment ServicesSM to find the best solutions for my clients. Please note that not all of the investments and services mentioned are available in every state. Currently an advisor with Avantax Advisory Services, they have accrued 20 years of work experience as a financial advisor. Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry. Whether you are one year or 20 years Monji maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Duncan Gates is Avantax’s Strategist–TSI Advisor Experience and has been a member of Avantax (formerly HD Vest) since 2006. The Avantax Client Kit includes a new client brochure and an eight-page brochure/folder that explains the Avantax Advantage. Although Avantax Wealth Management SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WYReady to get started? Currently an advisor at Avantax Advisory Services, they have accrued 11 years of professional experience as a financial advisor. Avantax Advisory Services, registered in 1987, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 2,488 advisors. Currently a registered investment advisor at Avantax Advisory Services, Unsworth has an impressive 22 years of professional experience. Financial security doesn’t happen overnight. Request proposals for help with your financial concerns.Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). About this Advisor.

To learn more, visit the Online Catalog. Tips, tools and how to's to help with your financial goals.Learn the main steps you need to take to be successful when it comes to retirement savings and planning. Supplementary information may be provided by listed advisors or their representatives. Green maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Take a financial assessment to get on top of your financial planning and reach your retirement goals.Get matched with an advisor today.AVANTAX ADVISORY SERVICES offers financial planning services, educational seminars/workshops, other services, portfolio management for individuals and/or small businesses, portfolio management for businesses, selection of other advisers and also performs business activities as .Need investment and retirement help?

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