The financial industry is teeming with experts in all areas of money, insurance and investment taxes. Unfortunately, one expert is not interchangeable with another.
Two essential professionals in just about any financial team are a financial advisor and an accountant. Some financial advisers have in-house tax specialists, but at other times it is up to the client to find their own accountant.
Clients should choose wisely because choosing the right professional can be the key to financial growth.
“Financial success usually doesn’t happen by accident,” says Nina Mitchell, Senior Wealth Advisor and Director of The Colony Group. You need to be intentional in the steps you take and work with the right team of financial professionals to maximize your chances of success.
The financial industry is teeming with experts in all areas of money, insurance and investment taxes. Unfortunately, one expert is not interchangeable with another. They each provide a unique set of services and expertise.
Here’s how to determine if you need a financial advisor or an accountant.
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What is the difference between a financial advisor and an accountant?
While experienced financial advisors and accountants may have expertise in a variety of financial issues and situations, each professional’s licenses, credentials and direction are distinct, says Andrew Crowell, vice president of management. wealth …
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