CONTACT PERSON : Jordan Polston

Avantax Planning Partners provides clients with a complete, integrated approach to managing wealth—combining tax planning, financial planning, and investment solutions tailored to their unique life goals. Founded in 1983 by a CPA, APP has always been driven by a singular focus: delivering better results through a comprehensive, tax-intelligent approach to financial planning. Backed by a team of experienced financial planning specialists, APP delivers the guidance and support needed to help our clients maximize their financial well-being today and build a strong, resilient plan for the future.

Disclosure:
Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.