Avantax
Acquis par Cetera Financial Group
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Avantax fait désormais partie de l’entreprise Cetera Financial Group. For up-to-date information, please see the Cetera Financial Group profile..
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This morning from the mainstage of our National Conference, we honor the generations of brave people who have served and continue to serve our country. #VeteransDay
There's plenty to see and do in Topeka, but Avantax Senior Advanced Planning Solutions Consultant Barry Holt. came to Kansas on a mission: to join several #AvantaxCommunity members for a collaborative meeting on income planning for retirement! Special thanks to Ryan Cook for being a great host, as always.
Avantax is in Florida for one of our favorite fall events: Thomson Reuters SYNERGY! Elvis R. Medica, CMFC, MBA, Mary Barakat, and our Cetera Financial Specialists colleague Vince Faso are enjoying their time meeting with a variety of tax and accounting professionals at the Avantax booth.
A beautiful autumn day in Jackson, Michigan was made even better by a collaborative meeting with the #AvantaxCommunity! A variety of firms were in attendance along with Avantax President Andy Watts, CFP® and Cetera Senior Advisor Training Specialist Alex Ellert.
Spotlight on our friends in Missouri! Avantax Practice Growth Officer Nona Rosa recently journeyed to St. Louis for in-person collaboration with several members of the #AvantaxCommunity.
Understanding client emotions and behaviors when it comes to money is a complex task - which is why Avantax Manager of Financial Planning Emily Millsap, CFP® CExP(TM) finds it so interesting! During her presentation at FPA DALLAS/FORT WORTH earlier this month, Emily shared why money often is a taboo topic and how money behaviors can span and affect generations. Thanks to FPA DFW for having us!
The #AvantaxCommunity has an exceptional time whenever we get together, even when there is a less than desirable outcome for the home team!
Nothing compares to in-person visits across the #AvantaxCommunity! Avantax President Andy Watts, CFP® and Head of Elite Consulting and Community Development Clint Brookshire, CFP® caught up with the Kore Financial Group team in Louisiana earlier this week.
The Financial Planning IBD Elite 2024 list recently ranked brokerages by percentage increase in their annual revenue between 2023 and the prior year, listing the combined Cetera-Avantax organization #2 on the list. We're excited about what's ahead for our combined community! Read more in the Cetera Financial Group press release here: https://bit.ly/4dFFaio
Avantax reports robust recruiting in 2024 as independent financial advisors and tax professionals want to offer clients comprehensive, tax-intelligent financial planning and wealth management. We're excited to welcome these new independent Financial Professionals to the hashtag#AvantaxCommunity! Read more in our press release: https://bit.ly/4dznNQ1
