Our Largo Team
As a lifelong Florida resident, I grew up in Seminole located in here Pinellas County, where I returned after pursuing my General Business degree at Troy University in Alabama and the University of Central Florida in Orlando. I began working in the financial services business with Infinity Tax and Financial in 2001. While preparing over five hundred tax returns annually, I have been able to build a substantial base of both financial and tax clientele in over 12 states. I pride myself on helping put my clients in the most advantageous position possible regarding their tax situation. Focusing on customer service, our business provides strategic planning for our clients to help them achieve and maintain financial success through retirement planning using monte carlo simulation, financial analysis, and investment advisory services.
Please be advised that Jeffrey McAvaddy presently holds the following exam status: FINRA Series 7; and State Series 66. He is currently licensed in the following states: FL, GA, IL, IN, and PA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.
Assistant to the Registered Representative
I work to aid Jeff in all areas of client services and daily operations.
CPA / Tax Preparer