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Go To Your Local Bank. If you need financial advice, one of the best places to go is your local bank.Feb 1, 2023 · one year of financial or tax planning Our Take Personal Capital NerdWallet rating 4.7 /5 Reviewed in: Oct. 2022 Period considered: Aug. - Oct. 2022 Learn more on Personal Capital's website AD... Brokerage firms will charge low fees as a percentage of assets, while full-service brokerages will charge higher fees and provide financial advice. 3. Certificates of … hey molly Investment advice: Financial advisors offer advice on those investments that fit your style, goals, and risk tolerance and goals, developing an investing strategy and making adjustments as needed.An accountant can provide financial advice to an extent, but not in the same way that financial advisors do. They cannot provide investment advice or tell you where to spend your money, however, they can advise you on expenditure and costs based on your current financial statements. 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