Advanced Tax And Financial Services, Inc.

Advanced Tax And Financial Services, Inc. (CRD# 128968) is a financial advisory firm headquartered in Kuna, ID. They manage $7,359,273 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 735, Kuna, ID 83634
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $193,665
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, WA

Financial Advisors at Advanced Tax And Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Suzanne Nealgarner, financial advisor Kuna ID
Suzanne M. Nealgarner
CRD#: 4211490
Kuna, ID

Suzanne Nealgarner (CRD# 4211490) is an Investment Advisor Representative working at Advanced Tax And Financial Services, Inc. in Kuna, ID and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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