Avantax by Cetera
Avantax was founded on the belief that a comprehensive, tax-intelligent approach can address a client’s goals of minimizing taxes, increasing cash flow and enabling better long-term financial outcomes. Avantax is now a communnity within Cetera. Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC, provides advisors with tools, processes and platforms to accurately and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial goals.
We work with you to strategically implement the right services for where you are in life, and for where you want to go.
As a partner, we are here to provide objective recommendations so you can make informed decisions. Our services are designed to help you pursue your unique goals and dreams, while also keeping you prepared for anything that may lie ahead.
Not only will you get the personal care of a CeteraFinancial Professional, you’ll have the benefit of the working with powerful proprietary tools that utilize a tax-intelligent approach.
NFS (National Financial Services)
National Financial Services (NFS) is a wholly-owned subsidiary of Fidelity Investments and one of the largest clearing firms in the U.S.
Through our relationship with Commonwealth and National Financial Services (NFS), our clients benefit from the strength, stability, and resources of an industry-leading custodian.
Every account is supported by their operational excellence and commitment to service—giving you confidence that your investments are backed by a trusted infrastructure.
