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
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    Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see
  • Six Life Insurance Beneficiary Mistakes to Avoid
    Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a
  • Taxes, Retirement, and Timing Social Security
    The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable
  • I've recently changed my legal name. Do I need to change my name on my Social Security card?
    Whenever an individual legally changes his or her name, it is important to contact the Social Security Administration (SSA) as soon as possible.
  • How can I protect my Social Security number from identity theft?
    Your Social Security number is one of your most important personal identifiers. If identity thieves obtain your Social Security number, they can
    
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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.