Financial Professionals: Who Can Help You Achieve Financial Wellness?
Feeling overwhelmed by the world of finance? You're not alone! The terminology and acronyms can be confusing, making it difficult to know who to turn to for help.
The Better Business Bureau (BBB) is here to guide you! This comprehensive blog post provides a breakdown of various financial professionals and the services they offer:
- Accountants: Manage financial records, ensure compliance with financial laws, and assist with tax returns.
- Banks & Credit Unions: Offer checking accounts, loans, and other financial management services.
- Debt Consolidation Specialists: Help manage debt through loans or low-interest credit cards. (BBB Pro Tip: Look for the BBB Seal to avoid scams!)
- Estate Planning Attorneys: Create wills, trusts, and other documents to manage your assets after death.
- Fiduciaries: Manage money or property on your behalf, acting in your best interest. (Examples: money managers, financial advisors, trustees)
- Financial Consultants (Financial Planners/Advisors): Craft personalized plans to achieve financial goals like investing, college planning, and retirement.
- Loan Brokers (Mortgage Brokers): Assist borrowers in finding lenders and negotiating favorable loan rates.
- Real Estate Professionals:
- Investment Specialists: Help find and purchase commercial or residential properties.
- Agents: Negotiate deals and represent buyers, sellers, or both in real estate transactions.
- Retirement Planning Services: Guide you through investment programs, 401Ks, social security, and other retirement planning aspects.
Don't see your specific financial need listed? Visit BBB.org to find a trusted professional in Delaware!
