• Deborah Nason

WHAT PEOPLE DON'T KNOW #4 PART I

DIFFERENT TYPES OF PROFESSIONALS CALL THEMSELVES ADVISORS (PART I) There are four main types of practitioners who might refer to themselves as financial advisors, so it’s important to understand the differences between them: * Financial planners * Investment advisers/managers * Insurance agents * Accountants

In the coming weeks, I'll briefly explain the differences between their services.