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    • Tax Services
    • Business Services
    • Wealth Management
  • Client Experience
    • Our Process
    • Integrated Services
  • Profile
  • Contact
  • Login
    • Send us Your Documents
    • Check us out on BrokerCheck
    • Wealthscape Investments
    • Client Investment Portal
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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.  Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.  The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.  This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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