Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group itbusinessnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from itbusinessnet.com Daily Mail and Mail on Sunday newspapers.
DALLAS, Sept. 19, 2023 Avantax®, a leader in tax-focused financial planning and wealth management, has the second-highest ratio of women as a percentage of producing reps – 24% – when.
30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Avantax Community to deliver unified services to clientsDALLAS, Sept. 06, 2023 .