More than 3,500 independent Financial Professionals help more than 350,000 clients like you. Independence means they’re not beholden to specific products and services, just providing you the most appropriate, holistic financial path. Most are tax professionals too, giving them added perspective and skills. And Avantax provides them all deep support, with smart tools and resources. We call this idea the #AvantaxCommunity.
“This firm has a unique culture in that Financial Professionals truly care about each other and they’re willing to tell their story to help somebody else. I take a lot of pride in that.”
Kyle B – Oklahoma City, OK
Your dedicated Avantax Financial Professional should be the first person to speak with. If for some reason they are not reachable, we also offer a backup customer support team that understands your needs and is available to answer questions about your account.
Available Monday through Friday, 8:00 AM – 5:00 PM CST.
Taking steps to further your financial goals is easy. Simply complete the short form below and an advisor will reach out to connect with you.