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CBC Customhouse Brokers Inc. is a Bloomingdale, IL-based company in the Financial Services sector.
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.
C&S Marketing is one of the leading providers in Financial Services. It is based in Twin Falls, ID. To find more information about C&S Marketing, please visit www.csmarketing.com
HoganTaylor is the largest public accounting firm in the Oklahoma / Northwest Arkansas region. The firm has more than 175 employees and provides a wide range of comprehensive tax, assurance, accounting, business valuation and litigation support services and many in-house specialty services. In addition, the firm is a member of the BDO Seidman Alliance and is able to access the global resources of BDO and the Alliance`s trusted partner network throughout the world.
We are an independent, fee-only financial advisory firm dedicated to providing client-centric financial strategies for your lifetime and your legacy.