Avantax Planning Partners
Avantax Planning Partners (formerly HK Financial Services) collaborates with CPA firms across the nation to provide a holistic approach to the wealth management needs of our clients. Our comprehensive approach to wealth management ensures clients receive the guidance they can trust, planning they can understand and financial strategies that make a difference. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Avantax Planning Partners and Avantax Investment Services are common-control affiliates and indirect subsidiaries of Blucora, Inc. (Nasdaq: BCOR).