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).
Total Assets Under Management3MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$20,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.