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Updated about 3 years ago on . Most recent reply

User Stats

13
Posts
5
Votes
Jeff M.
  • Investor
  • Flagstaff, AZ
5
Votes |
13
Posts

Can anyone recommend a financial advisor?

Jeff M.
  • Investor
  • Flagstaff, AZ
Posted

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

  • Jeff M.
  • Most Popular Reply

    User Stats

    1,531
    Posts
    1,624
    Votes
    Tim Swierczek
    • Lender
    • Saint Paul, MN
    1,624
    Votes |
    1,531
    Posts
    Tim Swierczek
    • Lender
    • Saint Paul, MN
    Replied

    @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
    business profile image
    The Tim Swierczek Team - Primis Mortgage

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