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Updated about 3 years ago on . Most recent reply
Can anyone recommend a financial advisor?
Hello Colleagues: I am looking for a financial advisor who knows small scale SFR real estate and other retirement and investment tools for a diversified portfolio. I want someone certified who charges by the hour who I can partner with as an advisor. I need someone who will challenge my entrenched thoughts (hence the psych background) and provide fresh ideas. I've done my own stuff for a long time and it is time for an influx of ideas and energy from someone bright, professional and trustworthy. Quality leads appreciated. Thanks. Jeff
Most Popular Reply

@Jeff M. our final planner @Scott Jensen specializes in working with real estate investors. He has designed his whole practice to compliment your investing and he is an investor himself.
- Tim Swierczek
