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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.

 

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