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| H.D. Vest
H.D. Vest Financial Services was founded in 1983. Herb D. Vest, founder, recognized that tax professionals — already intimately familiar with their client's financial situations — were uniquely positioned to provide financial solutions to clients. A CPA himself, Herb built H.D. Vest to help tax professionals obtain the training, support and knowledge to identify their clients' investment needs and provide solutions that best fit their overall financial goals. He revolutionized the financial services industry, paving the way for tax professionals nationwide to offer comprehensive tax and investment planning advice to their clients.
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