Are there any companies that handle investments and taxes?
I would really like a person who does our taxes to be familiar with investments and visa versa. I was explaining to my husband that I am tired of people working for us always crossing their arms and pointing in opposite directions as to who can answer that question. We are not rich, so I do not have a team come over to my home advising. I need to go to their office and think of my own questions.
Our taxes are pretty simple.
I think it is time to switch my financial planner. He was my parents' Advisor before they died. I just do not understand him (not that he is bad, but he talks slow and explains thing in a way that does not click with me). I take note and read it to my husband and then think it is ambiguous, I interpret it one way and my husband another way. The financial planners name plate has CPA written on it. He also has vice president at a major company that most would recognize.
I'm annoyed and think it is time to change. I just do not know with who (a friend, yet will that be weird for a friendship, kind of like doctors do not take friends as patients). How do you know if someone is good? After watching Wolf of Wall Street, it is hard to think these people care about the customer.
I am expecting to have two separate people (tax accountant and financial advisor). I will most likely keep the tax accountant (She explains things that make sense. It would just be nice for a financial planner to be able to say, based on your tax bracket XYZ makes sense instead of well I have not idea what your tax bracket is. I want to say to him, "Hey, dude you were so nosy to ask my husband's salary and other info you can figure that out?" I understand nobody wants to be liable, but I would at least like advise such as, "Based off the information (me the customer told him our tax bracket) you provided this is the out come."
I honestly think all institutions have good/bad or workers that click with certain clients. What has worked or not worked for people here?