My Affiliation with H. D. Vest
About H.D. Vest Investment ServicesSM 2
As a leader in the growing market for comprehensive financial services, Advisors of H.D. Vest Investment ServicesSM 2 provide investment and tax advice to more than 3 million individuals and small businesses throughout the United States.
H. D. Vest is headquartered in Irving, Texas and has over 300 home office employees dedicated to assisting H. D. Vest Advisors. Approximately 4,800 independent Advisor contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.
For more than 25 years, they have focused on the tax professionals’ unique needs by offering training, technology, expertise, resources and multifaceted solutions to ensure the Advisors client's needs are met now and into the future.
H.D. Vest allows their advisors to be completely independent and provides me with a high level of services to assist my clients in a highly personalized way. Not only do they provide me with the latest in financial planning and funding resources, but they provide an unparalleled due diligence process in gauging and monitoring the myriad of investment, insurance and banking products available.
H.D. Vest does not provide legal, tax or accounting services. You should consult your tax and legal professional regarding the tax and estate planning implications of any investments.