Broker Check

Sue Patrick

(615) 563-1328

About Avantax

Why Us?

Avantax helps you reach your goals by focusing on the total picture. Our company was created on the principle that a comprehensive, Tax-Smart approach to a person’s financial situation will deliver better results.

We pioneered Tax-Smart Investing over 30 years ago, and we have grown through delivery of superior results for our valued clients. We don’t just focus on investment returns; we consider the tax impact of every decision, helping you keep more of what you earn.

 

Have A Question?







Thank you! Oops!

Recommended Content

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.