Carey Hanna Tax Wealth Planners

Carey Hanna Tax Wealth Planners is a financial planning firm based in Oxnard, California. The company employs 13 individuals and generates an annual revenue of $3 million. Carey Hanna Tax Wealth Planners provides comprehensive financial planning services designed to meet both short-term and long-term client needs. Their services are delivered in collaboration with Avantax Planning Partners℠ and include strategies aimed at maximizing growth potential while considering tax implications. The firm prides itself on offering personalized advice tailored to each client's unique circumstances and financial goals. The team at Carey Hanna Tax Wealth Planners emphasizes proactive communication, prompt responses, and a commitment to finding solutions. They leverage their extensive experience, professional training, and real-world knowledge to provide clients with valuable guidance. Securities are offered through Avantax Investment Services℠, a member of FINRA and SIPC. Investment advisory services are provided by Avantax Advisory Services℠ and Avantax Planning Partners℠. Insurance services are offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners, CA#0G73148. For more information about their services and partnerships, visit www.taxwealthplan.com or www.avantax.com/social_policy/.