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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.
Bring your veterinary practice together to deliver personalized client experiences that increase your treatment acceptance, boost your revenue, and save your clients money - for free.
Partech is a global investment firm, financing a wide range of technologies and businesses for enterprises and consumers, from software, digital brands and services, to hardware and deep tech across all major industries.
Advanced Settlements, Inc. is one of the leading providers in Financial Services. It is based in Rochester, NY. To find more information about Advanced Settlements, Inc., please visit www.advancedsettlements.com
The Exeter Group is a Chicago, IL-based company in the Financial Services sector.