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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
  • Mid-Year 2016: An Investment Reality Check
    Market volatility is alive and well in 2016. Low oil prices, China's slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts--all
  • Q&As on Roth 401(k)s
    The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it's more likely than not that you can make Roth contributions to your 401(k)
  • Finding and Claiming Forgotten Funds
    As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would discover a chest full of pirate
  • I have matured U.S. savings bonds. Are they still earning interest and, if not, can I roll them over to another savings bond?
    Once U.S savings bonds have reached maturity, they stop earning interest. Prior to 2004, you could convert your Series E or EE savings bonds for
  • How many types of government savings bonds are there, and what's the difference between them?
    While the U.S. government has issued 13 types of savings bonds, there are currently only two series available for purchase through the U.S. Treasury
    
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 William ("Bill") J. Nahay and Steven V. Pipkin
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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.