Mike B.
1/15/2019
This company is horrible since parting with Wells Fargo. Some of the advisors are ok, but information in fees is non existent, there help desk and corporate folks are uninformed and ignorant....
Hd Vest Financial Services
Closed
(3)
6333 N State Highway 161
Irving, TX 75038
Avantax, founded in 1983 by a CPA, is a leading financial services firm specializing in tax-intelligent investing. With a holistic approach to financial planning, wealth management, and retirement planning, Avantax offers a comprehensive analysis of clients' financial goals through a tax-focused lens.
Ranked as one of the Top 10 independent broker-dealer firms, Avantax manages over $92 billion in client assets nationwide. Their team of Avantax Financial Professionals takes a tax-intelligent approach to help clients optimize their investment strategies, business assets, and retirement goals.
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Reviews
1.03 reviewsLeesa B.
11/27/2018
I have had the same experience as Ken B. Been dealing with them for 2 months and no one there seems to have a clue as to what is going on! You send them the paperwork they request and the next...
Ken B.
7/9/2018
Run don't walk away from HD Vest and their advisors. The compliance team lacks due diligence and is argumentative. They only exist to support the advisors that pay HD Vest for their services. My...
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