What makes H.D. Vest different?
What makes us different is our experience in partnering with tax and accounting professionals to help them integrate financial services into their existing or growing tax business. This experience has helped shape the focus of our firm. Our Advisors have access to unmatched support and training to make them successful. In addition to that, we offer technology that helps you to save time and work more efficiently. Lastly, we have solutions that meet most all of the needs your clients will have, including mutual funds, fee-based programs, insurance products and banking products like mortgages and loans. We’ll put you in the position of being a one-stop shop for your clients when it comes to their financial needs.
