Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Gray is a financial advisor with Avantax Advisory Services. Angela has been in the industry since December 2002. Angela is registered with the state of New York and is also a Certified Public Accountant. Angela is a partner with Gray & Gray and Assoc. CPAs, PC and is a trustee of a real estate property. Angela is active in the community and has been involved with the Seaway Valley Prevention Council, the New York Council of Nonprofits, and the St. Lawrence Child Care Council.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
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NY
09/02/2021 - Present
Avantax Advisory Services (CANTON NY)
Active
Inactive
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