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Winner of multiple financial planning awards, H.D. Vest has helped thousands of tax professionals add financial planning services to their practices and boost their client service offerings.
You are already providing financial planning to a certain degree just by working with your clients’ tax returns. You can help your clients – why restrict yourself to simply taxes when you can do so much more?”Jerry Takier, CPA H.D. Vest Advisor since 2001
Using the family and tax information your clients have entrusted to you, you are in a unique position to help them retire comfortably, pay for college and prepare for emergencies. Adding financial services to your tax practice is a natural transition.
The winners are listed in a special supplement to the September 13 edition of Accounting Today magazine.
You can get access to financial information from hundreds of different places. But how do you sift through all that information to find the right advice to meet your individual financial needs? And then, when do you find the time to do it? An H.D. Vest Advisor can do this for you – and more.
As a leader in the growing market for comprehensive financial services, Advisors of H.D. Vest Financial Services® offer financial planning to more than three million individuals and small businesses throughout the United States. For more than 28 years, we have focused on the tax professionals' unique needs by offering training support and multifaceted solutions to ensure your needs are met now and into the future.
H.D. Vest Financial Services® is the holding company for the group of companies providing financial services under the H.D. Vest name.
Copyright © 2011, H.D. Vest Financial Services®. All rights reserved.
Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC
Advisory services offered through H.D. Vest Advisory ServicesSM
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038 (972) 870-6000
Brokerage accounts carried by First Clearing, LLC, Member FINRA/SIPC and a separate non-bank affiliate of Wells Fargo & Company.