Need to find a financial advisor and someone to help with taxes. Total noob with this stuff (hence the need). Would prefer to have one person to handle both. Recs?

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Posting as :
works at
You are currently posting as works at

Don’t go to H&R Block for your taxes. Find a local CPA who does tax work. For financial advisor- DO find someone you pay a fee to up front who will have fiduciary responsibility.

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Agree M2. TurboTax

Where do you live OP?

Look at avantax wealth management. They are all cpas that are also financial advisors

I use a tax attorney who does my taxes and advises me on when and how to sell stock. I then use Edward Jones for investing. They coordinate end of year to capture losses if I’m getting gains for stock sales. Don’t pay him up front. Pay fees based on portfolio. I love it cuz have zero interest in doing it myself.

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