Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......