Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boyer is a financial professional registered with Avantax Advisory Services. Michael is also the owner of Michael A. Boyer, CPA, a local CPA firm specializing in individual and small business tax returns. Michael's experience includes positions at Ferris Home Improvements, LLC as Chief Financial Officer and Paychex. Michael has a background in finance and accounting, Michael is passionate about helping individuals and families achieve their financial goals. Michael is a Personal Financial Specialist and can provide guidance in a variety of areas including financial planning, retirement planning, college savings, and estate planning.
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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2
DE
11/21/2024 - Present
Avantax Advisory Services (Wilmington DE)
Active
Inactive
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