1st Global Capital

Avantax is a financial services firm that assists individuals and small businesses in achieving their financial goals through comprehensive financial planning and asset management. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax services. The firm emphasizes the importance of... a collaborative relationship with clients, providing tailored compensation options based on client preferences. With a unique perspective as both Certified Public Accountants and Certified Financial Planner practitioners, Avantax aims to help clients make informed decisions about their money and build financial security.Read More