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Avantax

Avantax Our company was founded on the belief that a comprehensive, tax-inclusive approach to an individual’s financial situation would yield healthier financial and investment decisions. We changed the industry by lobbying for tax professionals to have the opportunity to offer financial services to their clients, and we continue to push for beneficial changes within the financial industry. Ranked as one of the top 15 broker-dealer firms**, our commitment to our advisors is rooted in creating a foundation where they can provide ethical and effective investment and financial services to more Americans than ever before.

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