Broker Check

516-328-1000

Mallozzi & Dwyer, CPAs, P.C.

Avantax Advanced Planning Team

Complex Family Circumstances Demand a Comprehensive Approach

Our Advanced Planning Team is dedicated to assisting you in creating investment solutions that are specifically designed to match your individual suitability profile, financial goals and objectives. We transform data into actionable recommendations for clients who need multi-faceted investment solutions and planning strategies, ultimately helping to develop a thorough and personalized plan.

Data-Driven Insights for Personalized Investment Strategies

Advanced Planning Team provides knowledge from an entire team of experts - internal partners in financial planning, insurance, lending, advisory, annuities, and alternatives. Working together to provide the most comprehensive tax-intelligent plan. Including:

  • Tax-Smart Portfolio Analysis
  • Asset Allocation and Sector Analysis
  • Capital Gains Impact Analysis
  • Managed Account Customization
  • Yield Summary
  • Estate Plans, Trusts and Philanthropy
  • Investment Solutions for Financial Plans

Our Team