Our Broker-Dealer

FFC advisors Lois Leynse, Gurvinder Aujla, Anne Lowry and Jennifer Stewart-Smith are supported by broker-dealer Avantax Investment Services℠. With more than 35 years of experience servicing independent financial advisors and tax professionals, Avantax has designed a business support model customized to suit clients’ needs.

The following are just a few of the reasons why Lois, Gurvinder, Anne, and Jennifer have partnered with Avantax:

Avantax’s extensive lineup of financial professionals and services is the “Team Behind the Team” supporting FFC. With a wide array of financial options, brokerage services, products, training, due diligence, and more, Avantax helps us help you.

With the support of Avantax, Lois, Gurvinder, Anne and Jennifer can learn and grow and stay on the cutting edge of the ever changing financial and technical world to better serve their clients and address their individual needs.

Avantax’s unique approach is designed to help the FFC team integrate their tax planning services with essential and valuable financial planning tools.

With a commitment to technology, the Financial Fitness Center and Avantax can work efficiently and productively, delivering timely and accurate information, trade execution, and strategy implementation. State-of-the-art, secure, online client access and communications offer instant securities quotes, financial news, and up-to-the-minute information on investments.

To learn more about Avantax, visit their website.