CNC Financial Group, LLC Receives National Recognition as a Top-Producing Financial Firm at the 2022 Avantax Elite Summit
Wenatchee, WA. – CNC Financial Group, LLC has been recognized as a top affiliate of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates are awarded this designation and invited to attend the Avantax Elite Summit, where firms are recognized for their extraordinary client service and business achievements, network with other top firms in the Avantax Community, and have ample opportunity to meet with Avantax senior leaders.
“Our success is contributed to the wonderful clients we serve and their ongoing trust and confidence in our firm to provide premium, tax-optimized wealth management services,” said Sean Patton, Champion Member for CNC Financial Group, LLC. “As a top Avantax firm, we are eager to continue providing best-in-class products and services and have opportunities to participate on industry committees and councils and stay on the leading edge of trends and changes in our industry.”
Elite, top-producing Avantax firms like CNC Financial Group, LLC exemplify the strengths and value of the Avantax Community, a large network of like-minded tax and financial professionals who collaborate and grow together.
“The exceptional service our elite firms provide to their clients epitomizes the Avantax mission to provide clients tax-advantaged investment solutions, innovative technologies, and tax-inclusive financial planning,” said Todd Mackay, President of Avantax Wealth Management®. “It’s not easy to achieve what our top firms have; it takes a never-ending commitment to do what’s best for clients while being able to look into the future and anticipate client needs and the changing industry landscape so clients receive the best possible advice, which comes from marrying tax and financial planning, like only Avantax and its affiliates can.”
About CNC Financial Group, LLC:
CNC Financial Group, LLC is housed in the offices of Cordell, Neher & Company, PLLC, one of North Central Washington’s largest and most respected accounting firms. This blending of trusted tax professionals and financial advisors allows the team to develop a comprehensive wealth care plan that’s best for clients. CNC Financial Group, LLC is organized to meet the specific investment needs of families, businesses, and institutions in the community we serve as trusted accounting advisors.
About Avantax Wealth Management®
Avantax Wealth Management® offers a tax-advantaged approach for comprehensive financial planning. Avantax’s Tax-Smart approach helps clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax technology, tax, and wealth management insights are used by Avantax Financial Professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. For more information, please visit us at www.avantax.com.
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