But while an accountant can suggest these strategies, a financial advisor is often needed to execute the plan, as certified public accountants, or CPAs, typically are not licensed to set up ...

accountant or both. Here are some of the situations where working with one makes sense. When to hire a financial advisor You’re looking for help with retirement planning or investment management.

and verifying financial documents—many accountants also offer budget analysis, financial and investment planning, information technology consulting, and limited legal services. Most accountants and ...

Another simple approach is to ask professionals who might work with a financial advisor, for example estate planning attorneys or accountants. These individuals may very well have a financial ...

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate ...

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...