11691
Investment services
12/13/07 5:29 PM
Total Views: 648
Total Views: 648
What do you all do when it would beneficial for a tax client to open an IRA or when they want to open an IRA? Do you send them down the street to the Financial Advisor or to their bank? Or are you able to set it up for them in your office? If so what certification do you have and do you work under a broker?
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Answer
12/14/07 1:14 PM
I have a financial planner I referred them to, he sends me tax and accounting clients.
