Social media policy

Avantax Financial Professionals provide products and services for which they are appropriately licensed to offer and solicit.  Investors should carefully consider their specific investment objectives and financial position before implementing any financial strategy. The Avantax family of companies exclusively provide investment products and services through its Financial Professionals. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax Financial Professionals may offer these services through their independent outside business.

Investors should consult with their tax or legal advisor regarding their specific situation.

Please note that Avantax is not affiliated with any social media website, including, but not limited to, LinkedIn, Facebook or Twitter. Avantax does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. Avantax does not control, serve, adopt or endorse any content or services that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax, legal or any other advice. At our discretion, Avantax may block followers or remove comments for any reason.

“Likes”, “Favorites” or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by Avantax. Visitors to this page or any social media page maintained by Avantax must avoid posting positive reviews of their experiences with any Avantax Financial Professional or any Avantax services, as such, testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Avantax.

Avantax has no control over how any social media website and other third-party sites use the information you share. If you participate in any social networking sites, it is up to you to read and understand the privacy and security policies, account settings features, and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. For your own security, you should never communicate or post any personal, account or transaction information anywhere on any social media site or this site.

Avantax does not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site.