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Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets

Avantax Welcomes Stephen Whyte and his Four-Generation Tax and Wealth Management Firm with Over $100 Million in Total Client Assets
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Cetera Holdings Announces Close of Avantax Acquisition

Avantax to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera
Acquisition further expands Cetera s tax. ....

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The Heart Of Wealth Management Is Client Relationships

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. When young advisors enter the field of… ....

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Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing

Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
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Finding The Right Retirement Plan For Your Business

While retirement plans are an ideal way to reduce your tax burden, more importantly, they are the best way to care for the people who care for your company. ....

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