19 East Wyoming
PO Box 905
At Avantax, we seek to deliver quality investment products backed by truly personalized service. Your Avantax Advisor will strive to know and understand your unique circumstances, provide a values-based financial strategy, and recommend financial solutions based on your needs.
We believe every investor has certain rights and responsibilities. As an investor, you have a right to:
As an investor, you also have certain responsibilities that will help foster a successful relationship with your Advisor. Therefore, there are some important steps you must take in developing and maintaining an open and honest relationship with your Advisor: