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Updated almost 3 years ago, 02/17/2022

User Stats

29
Posts
8
Votes
Bobbi Casalino
Pro Member
  • Lender
  • Brooklyn, NY
8
Votes |
29
Posts

Recommendations for financial planner

Bobbi Casalino
Pro Member
  • Lender
  • Brooklyn, NY
Posted

Hi. Does anyone have a FP that knows the laws, loopholes and how to apply them or better yet, advise you based on present and intended situations? I'm looking for a Mark J. Kohler (KKOS) or Clint Coons (Anderson Advisors)- someone that sees the big picture re Estate Planning, Asset Protection, Business structures and tax Advisement. Does there exist such a beast? I'm in NY.  Thanks!!

  • Bobbi Casalino
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