Q. My wife and I want to invest our tax return? We do not have a financial adviser at this time. What advice may BBB provide in seeking qualified financial advisers?
A. Shopping for an investment adviser, accountant, bank, mortgage broker, or any other financial service can be stressful. There are so many options and, without a background in finance, sorting through skilled, unskilled, and downright dishonest candidates can seem overwhelming. When you hire someone, you entrust them with your finances and your future; that knowledge adds to the weight of the decision. Fortunately, there are a few basic steps you can take to protect yourself and your finances from scammers, and make sure you get the best possible service.