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Stacker Details
- Creator
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Peter J. Ilberg
- Creation Date
- October 13, 2009
- Replies
- Comments (3)
- Categories
- Taxes, Estate Planning , Retirement, Financial Planning
- Categories
- lawyer, accountant, attorney, stock broker, insurance broker, mortgage broker
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What do you consider a financial professional? Do I count the man who answers my phone call and quotes me the insurance as one?
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For my taxes - I use an accountant
For my retirement account (company 401K & previous Rollover Accounts) - I use a retail financial services company (Prudential, Merrill Lynch, etc.),
For personal banking (savings, 529, checking) I use my bank
For the few stocks and mutual funds, I have a retail brokerage account.
For life, home, auto insurance I have another broker that I work with.
For my will, real estate, business related ventures i have a lawyer.
For home buying, I have a mortgage broker.
Seems like I am working with a lot of "Financial Advisors" - am I the only one who has this many advisers?
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Nira replied about a month ago
I didn't think about all my advisers until I read your post. Guess 3 was a low-ball. More like 7 or 8!
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