Pro Tax Financial Services, LLC

Pro Tax Financial Services, LLC (CRD# 124634) is a financial advisory firm headquartered in Mesa, AZ. They manage $2,500,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $20,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Pro Tax Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew T. Penkert
CRD#: 2938717
761 S. Stapley, Mesa, AZ 85204
96
Wealthminder
score

Matthew Penkert (CRD# 2938717) is an Investment Advisor Representative working at Pro Tax Financial Services, LLC in Mesa, AZ and has over 18 years of experience in the finance industry. Matthew Penkert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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