Abbey Kass

Executive Assistant at Avantax Planning Partners - Coppell, TX, US

Abbey Kass's Colleagues at Avantax Planning Partners
Megan Kline

Relationship Manager, Retirement Plan Services

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Kara Miller

Financial Services Assistant

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Jacob Roth

Retirement Services Technical Specialist

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Jacob Nemmers

Brokerage Services Assistant

Contact Jacob Nemmers

Matt Bandy

Client Development Specialist

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Nicholas Bishop

Associate Financial Planner

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Abbey Kass's Contact Details
HQ
N/A
Location
Dubuque, Iowa, United States
Company
Avantax Planning Partners
Abbey Kass's Company Details
Avantax Planning Partners logo, Avantax Planning Partners contact details

Avantax Planning Partners

Coppell, TX, US • 100 - 249 Employees
Financial Services

Avantax® offers a tax-advantaged approach for comprehensive financial planning. Avantax technology, tax and wealth management insights are used by a network of approximately 3,600 independent Avantax Financial Professionals (as of June 30, 2021), to uncover and tailor opportunities across their clients' financial lifecycles to help enable better long-term outcomes. Avantax is part of the wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which had a collective $88 billion in total client assets as of June 30, 2021. Avantax is ranked 13th among independent broker-dealer firms, based on Avantax total revenue as of Dec. 31, 2020 (Source: Financial Planning magazine's IBD Elite 2021, which ranked the top 46 independent broker-dealers based on annual revenue. Avantax reported total revenue of $546.2 million as of Dec. 31, 2020). Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: https://www.avantax.com/wealth-management/contact Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit www.Avantax.com/social_policy/ for more information.

Financial Services
Details about Avantax Planning Partners
Frequently Asked Questions about Abbey Kass
Abbey Kass currently works for Avantax Planning Partners.
Abbey Kass's role at Avantax Planning Partners is Executive Assistant.
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Abbey Kass works in the Financial Services industry.
Abbey Kass's colleagues at Avantax Planning Partners are Megan Kline, Kari Lammer, Kara Miller, Jacob Roth, Jacob Nemmers, Matt Bandy, Nicholas Bishop and others.
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