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H.D. Vest Financial Services, Inc.

H.D. Vest Financial Services, Inc. was founded in 1983 CPA Herb Vest as a firm dedicated to helping tax and accounting practitioners integrate financial services into their practices. More than 5,400 tax professionals nationwide are affiliated with H.D. Vest Financial Services, now a non-bank subsidiary of Wells Fargo & Company. These professional collectively manage more than $30 billion in assets and provide investment and tax advice for more than 3 million individuals and small businesses around the United States.

If you suffered investments losses, please contact us or communicate with a Dimond Kaplan & Rothstein, P.A. attorney at 888-380-6216 or jkaplan@dkrpa.com for a free case evaluation.

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Contact Us

Miami, Florida Office
Offices at Grand Bay Plaza
2665 South Bayshore Drive
Penthouse 2B
Miami, Florida 33133
Telephone 305-600-1393
Facsimile: 305.374.1961
Toll Free: 888-380-6216

West Palm Beach, Florida
Trump Plaza
525 S. Flagler Drive, Suite 200
West Palm Beach, FL 33401
Telephone 561.671.1920
Facsimile 561.671.1951
Toll Free: 888-380-6216

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