| Name | Title | Contact Details |
|---|---|---|
Tanner Kovacevich |
Vice President of Sales | Profile |
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
On May 1, 2009, TMST, Inc., formerly known as Thornburg Mortgage, Inc. and its subsidiaries filed for Chapter 11 bankruptcy protection in the United States Bankruptcy Court for the District of Maryland (Jointly Administered under Case No. 09-17787). By Order of the Bankruptcy Court dated October 28, 2009, a Chapter 11 Trustee was appointed. The Trustee is in the process of winding up the affairs of TMST and its subsidiaries and liquidating all of their remaining assets and claims for the benefit of creditors and equity holders. TMST and its subsidiaries have discontinued all other operations.
Syracuse Federal Credit Union is a Syracuse, NY-based company in the Financial Services sector.
Dragonfly Financial Technologies provides digital banking and treasury management offerings for small businesses to large corporations, delivering financial institutions global multilingual and multi-currency cash management solutions in a flexible, API first ecosystem. Dragonfly works alongside its global banking clientele to deliver secure, frictionless payments, enabling banks to streamline processes and automate task and improve overall efficiencies of digital banking programs.
Benefit Choices Inc is a Montgomery, AL-based company in the Financial Services sector.