Check the background of this financial professional on FINRA's BrokerCheck.
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
  • Playing Catch-Up with Your 401(k) or IRA
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
    The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
  • What It Means to Be a Financial Caregiver for Your Parents
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
  • What should I evaluate when considering a new job offer?
    Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
  • I received a new job offer but the salary is low. Should I make a counteroffer?
    Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
    
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 investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Fixed and traditional insurance offered through Advance Financial Services, which is not affiliated with Woodbury Financial Services, Inc. Commercial real estate brokerage is duly licensed to William J. Nahay by the Texas Real Estate Commission through The Toubin Company as licensed broker. 



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.
 


Check the background of this financial professional on FINRA's BrokerCheck.