No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Give us a call: 803-276-4246.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.
We look at the big picture for my clients. Many times their tax situation does not match their investments. Often there are gaps that leave them exposed.
We are here to help our clients move to a compelling future and protect them from the IRS inflation and life's surprises.
Investment services are offered by Henry Summer through his affiliation with HD Vest.
