Why H.D. Vest?

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Expert support every step of the way.

When you decide to make your transition, you won't be alone. For more than two decades, H.D. Vest has been the leader in providing the proven tools to increase profits, along with the industry leading training, marketing and technological support tax professionals need to successfully compete in today's ever changing financial markets. The very first time you advise your clients, you will be expertly trained and confidently informed about the services you are offering. No one else provides you such comprehensive and dedicated support to help you realize your full potential.

Flexibility to adopt services at your own pace.

Taking on new services may seem like a daunting task, but H.D. Vest makes it easy. Consider this: You choose what you want to add and when. Want to add education planning to your services? You can. Want to help a client retire early? You can. Need to offer estate services for your affluent client base? Done. Not quite sure where to start? We can help you analyze your clients' needs so you know exactly how to arm yourself with answers to their critical questions.

A generous selection of financial solutions.

We have an array of financial solutions to help you round out your service offerings:

• Retirement planning, including IRAs, and qualified plans.
• Investments, including mutual funds, plus brokerage accounts for trading stocks, bonds and other products.
• Insurance services, including life, disability and long-term care, along with fixed and variable annuities.
• Wells Fargo banking products, such as mortgages, home equity products, small-business loans, personal lines of credit, trust services and more.