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Updated almost 9 years ago on . Most recent reply
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Looking for CFP that works with RE Investors
We have been interviewing CFPs in the area and haven't had any luck finding ones that specialize and understand the intricacies of full time Real estate investors. We'd prefer one that invests in real estate themselves, but that isn't a must.
We're in Raleigh but will drive to surrounding areas for the right person. Any suggestions?
Thanks everyone!
Keywords: Raleigh, Durham, Chapel Hill, Certified Financial Planner, Retirement, planning, NC