Matt Bandy

Client Development Specialist at HK Financial Services - Dubuque, Iowa, US

Matt Bandy's Colleagues at HK Financial Services
Nicholas Bishop

Associate Financial Planner

Contact Nicholas Bishop

Ivan Gruhl

Brokerage Services Assistant

Contact Ivan Gruhl

Kevin Dement

Principal, Client Development, Avantax Retirement Plan Services

Contact Kevin Dement

Jon Beehler

Financial Planning Consultant

Contact Jon Beehler

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Matt Bandy's Contact Details
HQ
(563) 582-1040
Location
Dubuque County, Iowa, United States
Company
HK Financial Services
Matt Bandy's Company Details
HK Financial Services logo, HK Financial Services contact details

HK Financial Services

Dubuque, Iowa, US • 130 Employees
Financial Services

As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, and partners with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services. Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients’ financial health. Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more. Collectively, Avantax had $92.8 billion in total client assets as of Dec. 31, 2023. For more information, please visit us at www.avantax.com Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Planning Partners℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.

Hk Financial Services Aaron Fulton Iowa Hk Financial
Details about HK Financial Services
Frequently Asked Questions about Matt Bandy
Matt Bandy currently works for HK Financial Services.
Matt Bandy's role at HK Financial Services is Client Development Specialist.
Matt Bandy's email address is ***@hkfs.com. To view Matt Bandy's full email address, please signup to ConnectPlex.
Matt Bandy works in the Financial Services industry.
Matt Bandy's colleagues at HK Financial Services are Nicholas Bishop, Ivan Gruhl, Tina Hoffmann, Kevin Dement, Kelli Weland, Jon Beehler, Jason Ernst and others.
Matt Bandy's phone number is (563) 582-1040
See more information about Matt Bandy