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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
BDO is one of the largest accounting and consulting organizations in the world. BDO Seidman serves clients through more than 160 locations in its US network and exploits the global resources of over 500 member firms in 95 countries. Informally known around town as GBQ, the Firm officially changed its name to GBQ Partners LLC in 1999.
Financial advisor is a broad term that covers several types of professionals, including certified public accountants (CPAs), certified financial planners (CFPs) and investment managers.
An advisor can help you create a game plan for managing … Continue reading → The post How to Find a Financial Advisor for Entrepreneurs appeared first on SmartAsset Blog.
The firm undertook its second largest merger in 2001, combining with Olive LLP to create BKD, LLP, which was the eighth-largest U.S. accounting firm at the time. That year also marked a name change for BKD Investment Advisors, founded in 1998, to BKD Wealth Advisors, LLC.
Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]
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