December 27, 2022

Help in hiring financial professionals

 The Right Way to Hire Financial Help - 2nd Ed.: A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers, and Real Estate Agents

by Charles A. A. Jaffe | Feb 12, 2001
 
I've used this book multiple times and lent it to friends and clients who needed to hire an attorney, real estate agent, CPA, and other financial professionals. Don't let the 2001 publication date deter you. The advice and questions to ask when hiring a financial professional haven't changed much over the decades. 
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