Welcome to Advance Financial Services

Tax efficient wealth management using stock, bonds and other investment products are the hallmark of our practice of advisory services for our clients.  

 

We strive to employ the most appropriate investments products in the industry for our clients’ portfolios to offer state-of-the-art solutions for life's many objectives, whatever the need may be. 

 

Complex or simple...it doesn't matter. We'll work with you to produce a design that's right for you.

 

Our goal is to help deliver your dream through solid asset management and equally sound investment strategies. We bring 40 years of investment advisory experience from a variety of relationships with individuals and small businesses.

 

Our client relationships are our high honor and a sacred trust.

 

Let us set an appointment with you to meet and discuss how we might help you grow your assets. Who's managing your assets?

 

Clients may access your accounts on-line through the link on this page titled "View My Accounts". You'll be taken to a secure website for sign-in and viewing. 

 

No User-ID? "Contact Us”

 

Thank you for visiting our website. 


Latest Video Client Alert
Newsletters
  • Quiz: How Much Do You Know about Social Security?
    You're probably covered under Social Security--according to the Social Security Administration, an estimated 165 million workers are*--but how much do you know about
  • 10 Basic Tax To-Dos for the Rest of 2014
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • What Is the Federal Reserve and What Does It Do?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed did this or that," or "market watchers are wondering what
  • I just learned that my credit- and debit-card information was part of a data breach. What should I do?
    Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and
  • I'm purchasing a new laptop. Should I also purchase an extended warranty to go along with it?
    If you've ever purchased an electronic device or major appliance, chances are you've been asked if you also wanted to purchase an extended warranty
    
PreviousNext


 William ("Bill") J. Nahay and Steven V. Pipkin
Tell A Friend Tell A Friend


 
 
 

Separately Managed Accounts, Retirement Accounts & Charitable Gifting
www.AdvanceFinancialServices.net

*Securities and Advisory services offered through a Representative of Woodbury Financial Services, Inc., Member FINRA/SIPC and Registered Investment Adviser, PO Box 64284, St. Paul MN 55164, 1-800-800-2638. << Advance Financial Services is a duly registered trade mark and assumed name for William J. Nahay, 13284 Pond Springs Rd., Suite 201, Austin, Texas 78729-7178, (512) 258-0088. Advance Financial Services is not affiliated with Woodbury Financial Services, Inc., or Hartford Financial Services Group.

This communication is strictly intended for individuals residing in the state(s) of AZ, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.