Since 1994, our company philosophy has been simple:

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Give clients the personal attention they deserve.

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To achieve this commitment to you, we have in place a financial management team of very knowledgeable professionals and strong back office support at HD Vest Investment Services ServicesSM. 

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We offer multiple investment and accounting services to provide you with a comprehensive financial strategy.  By helping you structure your investment planning while considering the tax implications of your alternatives, we seek to maximize your after tax return on investment. 

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Additionally, because we are a small business from your community, we will always be available for your concerns and wishes. Our staff is, and always will be, dependable and motivated to keep the client first.