Accounting, Financing, Insurance, & Wealth Management
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services are offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to TDT CPAs and Advisors.
