Helen Woldai

Client Service Representative III at Avantax Wealth Management℠ - Irving, TX, US

Helen Woldai's Colleagues at Avantax Wealth Management℠
Tony Nunez

Platinum Service Representative

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Andrew Sirotnak

Client Services Representative

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Maricarr Saflor

Transfer of Asset Associate

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Chantea Davenport

Fort Worth Metroplex - Client Service Representative II

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Nidia F

Fort Worth Metroplex - Client Services Representative III

Contact Nidia F

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Helen Woldai's Contact Details
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Avantax Wealth Management℠
Helen Woldai's Company Details
Avantax Wealth Management℠ logo, Avantax Wealth Management℠ contact details

Avantax Wealth Management℠

Irving, TX, US • 250 - 499 Employees
Financial Services

HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states.Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish.Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vestHD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services.Securities offered through HD Vest Investment Services(SM), Member SIPCAdvisory Services offered through HD Vest Advisory Services(SM)6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000Please visit https://hdvest.com/social_policy for more information.

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Frequently Asked Questions about Helen Woldai
Helen Woldai currently works for Avantax Wealth ManagementSM.
Helen Woldai's role at Avantax Wealth ManagementSM is Client Service Representative III.
Helen Woldai's email address is ***@avantaxwealthmanagement.com. To view Helen Woldai's full email address, please signup to ConnectPlex.
Helen Woldai works in the Financial Services industry.
Helen Woldai's colleagues at Avantax Wealth Management℠ are Tony Nunez, Andrew Sirotnak, Maricarr Saflor, Gretchen French, Mark Avantax, Chantea Davenport, Nidia F and others.
Helen Woldai's phone number is N/A
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