Understanding complex financial products and services can be a daunting task. Enter the role of a financial advisor, a professional whose primary function is to provide financial guidance to clients for compensation. Their objective is to coordinate investments, income taxes, retirement planning and – in some cases – estate planning. There is a wide array of professionals under the term ‘financial advisor.’ This spectrum includes stockbrokers, insurance agents, tax preparers, investment managers, and financial planners. Despite different roles and responsibilities, these professionals share the overarching goal of guiding individuals towards…
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