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The more details you share in the form below, the better we can tailor your meeting—and if you're scheduling a bookkeeping consultation, please complete our client questionnaire beforehand.
The more details you share in the form below, the better we can tailor your meeting—and if you're scheduling a bookkeeping consultation, please complete our client questionnaire beforehand.
674 Glastonbury Turnpike, Portland, Connecticut 06480, United States
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Please consult your legal or tax professional regarding your individual situation.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.
Investment advisory services offered through Avantax Advisory Services℠.
Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provides investment products and services through its representatives.
Although Avantax Wealth Management℠ 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.
Investment products are not FDIC insured, not bank guaranteed, and may lose value.
Insurance products are issued by third-party carriers; guarantees are based on the claims-paying ability of the issuing company.
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Not all investments and services mentioned are available in every state.
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