3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.
For more information on Avantax and for all terms and conditions visit avantax.com. TaxAct is not a party to any transactions you may choose to enter into with Avantax and does not itself offer investment advice. All TaxAct products and services are subject to TaxAct’s Terms and Conditions.