Introduction

Justin begins to discuss the differences in several investment professionals. Stay tuned throughout the rest of the series to learn more about financial planners, stockbrokers, investment advisors, CPAs, and insurance agents.

Financial Planners

Kendall and Justin discuss Financial Planners and how they can be helpful in areas such as tax planning, retirement planning, budgeting, debt reduction, insurance, asset allocation, estate planning, and beyond.

Stockbrokers

In the third video of this series, Kendall and Justin discuss stockbrokers. Kendall tells you a little about his past experience as a stockbroker, and describes how much the industry has changed since then. Justin discusses the products a stockbroker can help you with.

Investment Advisers

Kendall and Justin discuss investment advisers as well as their firm, Anderson Griggs Investments, a registered investment advisory firm. Kendall tells the story of the firm and explains how Anderson Griggs can help you with your investments.

Other Professionals

In the final video of this series, Justin discusses CPAs and insurance agents. When researching investment professionals, CPAs and insurance agents may come up while you're shopping because they offer investment consultation. Hear what Justin has to say about these professionals and how they differ from others in the industry.

Fiduciaries

What exactly is a fiduciary? In this video, we’ll explain the differences between fiduciaries and other financial advisors, and we’ll discuss why we think it’s so important to disclose conflicts of interest.