Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
September 06 2023 - 9:15AM
Avantax®, a leader in tax-focused financial planning and wealth
management, welcomes Comprehensive Financial Services (CFS), a
California-based financial services firm with more than $230
million in total client assets as of May 15, 2023. The eight-person
firm is led by Anna Luke, CFP® and her husband Victor Luke; they
transferred to Avantax from Independent Financial Group (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.
“When you become our client, we immediately begin
treating you like family. We meet numerous times a year, sometimes
monthly depending on the client’s needs, so we’re very hands-on
with clients,” said Anna Luke, President and CEO of Comprehensive
Financial Services. “The same holds true for our team, they’re much
more than employees to us. We gather for coffee talks every
morning. They’re terrific and I always rave about them. I feel the
same about everyone I’ve met at Avantax. They’re a very relaxed
group, and we don’t need an appointment to talk with anyone at
Avantax. We just pick up the phone and there’s someone on the other
end answering my questions.”
Victor Luke, who works with clients’ estate
planning needs, added: “The main reason we chose Avantax is their
tax focus. By teaming up with tax professionals in the Avantax
network, our clients can improve tax efficiencies through cohesive
relationships with CPAs in a way that gives us confidence and keeps
clients satisfied with us as a one-stop shop. We’re excited about
having a symbiotic relationship like that.”
From the first conversation between CFS and
Avantax, it was clear there was alignment beyond financial
services.
“I feel very fortunate to know Anna and Victor
personally, and to welcome them into the Avantax Community because
their firm has such a collaborative culture and they care so deeply
about protecting clients’ wealth,” said Laurie Stack, VP, Business
Development and Head of the Avantax Women’s Advisor Forum. “Anna is
an incredible businesswoman who literally started with nothing but
was so determined to succeed that she grew into a highly successful
financial advisor. Anna is a shining example for women
everywhere.”
In welcoming CFS, Avantax Wealth Management
President Todd Mackay said: “Anna and Victor have built a firm
whose extraordinary client service, and the deep relationships and
trust they have with their staff, mirrors our own at Avantax. I’m
pleased, as I know Anna is, with the smooth onboarding and
transition process, which has laid the foundation for what I
believe will be a long and rewarding relationship as Avantax works
with purpose to help Anna pursue her long-term growth
objectives.”
Tax and financial professionals can learn more
about Avantax by clicking here.
About Avantax® Avantax, Inc.
(NASDAQ: AVTA) delivers tax-focused financial planning and wealth
management solutions for Financial Professionals, tax professionals
and CPA firms, supporting our goal of minimizing clients’ tax
burdens through comprehensive tax-focused financial planning. We
have two distinct, but related, models within our business: the
independent Financial Professional model and the employee-based
model. We refer to our independent Financial Professional model as
Avantax Wealth Management®. Avantax Wealth Management offers
services through its registered broker-dealer, registered
investment advisor (RIA), and insurance agency subsidiaries and is
a leading U.S. tax-focused independent broker-dealer that works
with a nationwide network of Financial Professionals operating as
independent contractors. We refer to our employee-based model as
Avantax Planning Partners℠. Avantax Planning Partners offers
services through its RIA and insurance agency by partnering with
CPA firms to provide their consumer and small-business clients with
holistic financial planning and advisory services. Collectively, we
had $83.8 billion in total client assets as of June 30, 2023. For
additional information, please visit us at www.avantax.com. You can
also find us on LinkedIn.
Media Contacts:Tony Katsulos
Avantax, Inc.(972) 870-6654tony.katsulos@avantax.com
Kendra GalanteStreetCred PR for Avantax, Inc.(402)
740-2047kendra@streetcredpr.com avantax@streetcredpr.com
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