Shaw & Associates
Source: Appeal Democrat. Voted #1 Best of Financial Advisor,Wealth Management Firm, Tax Service, Accounting Firm, and #2Favorite AccountantSeptember 2016, 2017, 2018, & 2019. This award is based upon public voting through the Appeal Democrat. As such, the award is not representative of the Financial Advisors future performance. Neither David Shaw nor Avantax Investment Services nor Avantax Advisory Services paid a fee tothe Appeal Democratin exchange for the rating.
Official Website
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Tax-Smart Planning Concepts
- Advisors
- Investment, Retirement, and Financial Options
- Your 4% Withdrawal Strategy May Not Be Enough
- Calculators
Sentiment Analysis
David and his team are fantastic!
He's earned my trust over the years servicing all my financial and tax needs, plus advising me throughout my various business ventures.
We live out of town and Shaw and Associates always accommodate our off hour appointments.
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