Avantax Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2757 Churn Creek Rd Ste E, Redding, Cali...

Phone Number

(530) 224-3400

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1

About Avantax Wealth Management

Greg Shaddix, CPA, CFP® offers a range of financial services including tax planning, investment advice, retirement planning, estate planning, and wealth preservation. The firm aims to educate clients on financial management concepts and provide resources such as calculators and articles to enhance their understanding of personal finance. Their target clients include individuals seeking to improve their financial situations through proactive management and professional guidance. The company is affiliated with Cetera Wealth Services LLC, ensuring a broad range of investment products and services.Explore more
Avantax Wealth Management's Social MediaPopular SearchesAvantax Wealth ManagementShaddix Greg CPA CfpGreg CPA ShaddixGreg CPA Shaddix CfpGreg ShaddixSIC Code 62,628NAICS Code 52,523Show more

Avantax Wealth Management Org Chart

PhoneEmail
LS
United States flag for contact location.

Administrative Assistant and Bookkeeper

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avantax Wealth Management

<$5M
1-10
Private
-
-
LS
Lori StillieAdministrative Assistant and Bookkeeper
<$5M
11-50
Private
-
-
MC
Monica CoxVice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2008
CR
Case ReedFinancial Professional
<$5M
1-10
Private
-
2017
CA
Chrystal AdamsOwner, CFP, Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avantax Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avantax Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avantax Wealth Management.

Avantax Wealth Management Tech Stack

A closer look at the technologies used by Avantax Wealth Management

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Frequently Asked Questions Regarding Avantax Wealth Management

What is Avantax Wealth Management's official website?
Avantax Wealth Management's official website is www.shaddixcpa.com
What is Avantax Wealth Management's Revenue?
Avantax Wealth Management's revenue is <$5 Million
What is Avantax Wealth Management's SIC code?
Avantax Wealth Management's SIC: 62,628
What is Avantax Wealth Management's NAICS code?
Avantax Wealth Management's NAICS: 52,523
How many employees does Avantax Wealth Management have?
Avantax Wealth Management has 1-10 employees
What industry does Avantax Wealth Management belong to?
Avantax Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Avantax Wealth Management competition?
Avantax Wealth Management top competitors include: Metro Wealth Management, Andazola Financial Services, Horizon Financial Advisors, Empower Wealth Management
What technology does Avantax Wealth Management use?
Some of the popular technologies that Avantax Wealth Management uses are: Google Font API, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Avantax Wealth Management?
Avantax Wealth Management contact info: Phone number: (530) 224-3400 Website: www.shaddixcpa.com
What does Avantax Wealth Management do?

Greg Shaddix, CPA, CFP® offers a range of financial services including tax planning, investment advice, retirement planning, estate planning, and wealth preservation. The firm aims to educate clients on financial management concepts and provide resources such as calculators and articles to enhance their understanding of personal finance. Their targ... et clients include individuals seeking to improve their financial situations through proactive management and professional guidance. The company is affiliated with Cetera Wealth Services LLC, ensuring a broad range of investment products and services.Read More

What are Avantax Wealth Management social media links?
Avantax Wealth Management Linkedin page
Is Avantax Wealth Management a public company?
Avantax Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Avantax Wealth Management

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