Carpenter Financial Services Receives National Recognition as an Elite Firm of Avantax Wealth Management
Joseph and Samuel Carpenter, co-owners of Carpenter Financial Services, were recognized as an Elite firm of Avantax Wealth Management® at the Elite Summit event held recently in London, England. 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. Today, the firm works with clients across the country to build the foundation for financial security and ensures they have the tools necessary to make informed financial decisions.
“We are grateful to receive this recognition,” said Joe Carpenter, financial advisor and co-owner of Carpenter Financial Services. “We will continue our mission to provide comprehensive financial planning through relationship building that is centered on the real issues, concerns and life goals that our clients face.”
“Through our connection with Avantax, we are able to provide our clients with ongoing personalized financial services as we access industry-leading best practices as well as innovative technology, insights, and collaboration.” said Sam Carpenter, financial advisor and co-owner of Carpenter Financial Services.
Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance Services offered through an Avantax affiliated insurance agency.