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Financial Planning Services Advisors in Burelson, Texas
Results
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Avantax Advisory Services

location

Burelson, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jeffrey Scott Rasco is a financial advisor with Avantax Advisory Services in Burelson, TX. Jeffrey has been in the financial services industry since January 10, 1999, and holds licenses in multiple states. Jeffrey also works with various other firms, including Rasco & Rasco, P.C., and Avantax Insurance Agency, LLC. His experience includes real estate management, tax preparation and consulting. Jeffrey provides financial planning services to high net worth individuals, corporations and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS