Positano Tax and Financial Services

We offer tax preparation and accounting services, as well as comprehensive investment planning through Robert Positano's affiliation with HD Vest. In addition to preparing and filing your tax return, we can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals. Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM).

Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.