Investing Resources

Financial Planners

What is the difference between stockbrokers, accountants, and insurance brokers?

Stockbrokers are specifically versed in helping clients invest and grow their wealth through purchasing equities and other specific investment instruments. Accountants are able to give advice on taxes and tax strategies that can affect how much you must pay in taxes, what types of tax credits and deductions are available to you, and what you can do to limit your tax exposure in a given year. Insurance brokers are interested in selling policies to you as part of a larger investment strategy. Both stockbrokers and insurance brokers may earn commissions on what they recommend.


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