Samuel and Joseph Carpenter were celebrated as exceptional affiliates of Avantax® Inc. for their exemplary client service and business achievements during the Avantax Elite Summit in Nassau, Bahamas. They were part of only a small contingent invited to attend from more than 3,000 independent Avantax Financial Professionals nationwide.
“Carpenter Financial Services is committed to providing the tax-focused financial planning and wealth management needed throughout our client’s financial journey.” said Sam Carpenter, financial advisor and co-owner of Carpenter Financial Services.
"Receiving this acknowledgment is truly appreciated," said Joe Carpenter, financial advisor and co-owner of Carpenter Financial Services. "Our mission continues: specializing in retirement while providing comprehensive financial planning focused on our clients' needs and life goals."
For over 70 years, since its founding as an accounting firm in 1953, Carpenter Financial Services has been locally owned and operated. To better serve our clients, we have evolved into a comprehensive financial services firm. Today, we work with clients across the country, guiding them to build a foundation for financial security and ensuring they have the tools necessary to make informed financial decisions.