Sam and Joe Carpenter, owners of Carpenter Financial Services, have been recognized as top affiliates of Avantax Wealth Management®. Only a handful of Avantax’s more than 3,000 affiliates are recognized for their extraordinary client service and business achievements.
Carpenter Financial Services has been locally owned and operated since its founding as an accounting firm in 1953. To help clients build the foundation for long-term financial security, the firm began offering investment and advisory services to clients in the late 1980s. Carpenter Financial Services specializes in retirement planning and helping clients in more than 25 states understand their financial opportunities.
“We are honored to be recognized, and will continue our commitment to doing what’s best for clients,” said Sam Carpenter, financial advisor for Carpenter Financial Services. “We strive to evolve our financial strategies to anticipate client needs in the changing industry landscape.”
“Providing our local community access to quality financial advice through investment solutions, innovative technologies, and tax-inclusive financial planning is an important element of our – and our clients’ – success,” said Joe Carpenter, financial advisor for Carpenter Financial Services.