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 40 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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.