Avantax Planning Partners


Primary Contact
Ricardo Cruz
Senior Corporate Recruiter

About the Company

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).

Contacts
Primary Contact
Ricardo Cruz
Senior Corporate Recruiter
972-870-6200
Phone
ricardo.cruz@blucora.com
Email
Chris Redmond
563-582-1040
Phone
chris.redmond@blucora.com
Email
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Financial Services Administrator - Retirement Plan

Avantax Planning Partners

Dubuque, IA

Location

Feb 17

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