Annuity
Thank you for your interest.
Annuities are designed to meet long-term goals such as retirement and the earnings typically accumulate tax deferred.
For more information about annuities and how they may apply to your individual financial situation, please consult your financial representative and/or your tax advisor.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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| Antoine Duncan, CPA |
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Mailing Address: STE 141 PMB 1148
Frisco,
TX
75034
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| Phone: (214) 551-6663 | • | Fax: (214) 241-4980 |
| www.duncancpa-advisor.com | • | Email: alduncan@duncancpa-advisor.com |
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Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated Financial Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000. The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provided or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse and content contained on any third party website. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.
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