Avantax welcomes Comprehensive Financial Services, or CFS, a California-based financial services firm with more than $230M in total client assets as of May 15. The eight-person firm is led by Anna Luke, CFP and her husband Victor Luke; they transferred to Avantax from Independent Financial Group, or IFG. Anna Luke has grown a loyal client base by delivering extraordinary service with a disciplined financial planning approach that includes meeting often with clients, focusing on wealth preservation, and taking a personal approach to client care.
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Read More on AVTA:
- Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
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- Avantax Named Finalist in Service Excellence Category at the 2023 WealthManagement.com “Wealthies” Industry Awards
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