Finding a financial planner, CPA, or attorney

When looking for a professional, a great way to start is by asking people in your community you trust for referrals.  From there, go the extra step to check their qualifications and credentials through the following regulatory websites.

 

To check on your Broker/Dealer:  www.finra.org

To check on your CPA:  www.aicpa.org

To check on your attorney:  http://www.abanet.org

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