Broker Check

Averett Financial provides services in the following areas:

Investment Services*

  • 401(k) Rollovers

  • College/Education Savings (Coverdell ESA and 529 plans)

  • Estate Planning

  • Traditional IRAs

  • Roth IRAs (including Roth conversions)

  • Small Business Retirement Plans (SEP & SIMPLE IRAs)

  • Mutual Funds

  • Variable Annuities


  • Disability Income Insurance

  • Life Insurance

  • Long-Term-Care Insurance

*These services are offered by Joe Averett and Sara Averett through their affiliation with Avantax.


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