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All Forum Posts by: Nick Cates

Nick Cates has started 1 posts and replied 4 times.

Classifieds

Post: Looking for a Financial Advisor/Planner

Nick CatesPosted
  • Posts 4
  • Votes 1
Quote from @James Canepa:

Hello Nick. My team and I use one man and one man only. He is local to you in the LA area and his IG name is @mrwriteoff . Very knowledgeable and will go above and beyond to meet your needs. Let him know Canepa&Co sent you!


 Great name. I'll look him up! Thanks!

0 Votes
Los Angeles County, California
Classifieds

Post: Looking for a Financial Advisor/Planner

Nick CatesPosted
  • Posts 4
  • Votes 1
Quote from @Denver McClure:

Hey @Nick Cates, I'm a financial Advisor and owner of multiple rental properties. I recommend you speak with our firm's owner, Jeff Nash, who is a CPA and CFP. His primary focus is on tax planning and strategy, and has plenty of experience working with agents, lenders, and rental owners. I'll PM you his contact info.


 Thanks so much. I look forward to connecting with him!

0 Votes
Los Angeles County, California
Classifieds

Post: Looking for a Financial Advisor/Planner

Nick CatesPosted
  • Posts 4
  • Votes 1
Quote from @James Canepa:

Hello Nick. My team and I use one man and one man only. He is local to you in the LA area and his IG name is @mrwriteoff . Very knowledgeable and will go above and beyond to meet your needs. Let him know Canepa&Co sent you!


 Thanks for the info.  I'll look him up!

0 Votes
Los Angeles County, California
Classifieds

Post: Looking for a Financial Advisor/Planner

Nick CatesPosted
  • Posts 4
  • Votes 1

Hi. I'm a real estate agent, private lender, and rental property owner. As I continue to expand my efforts, I'm looking for a financial advisor who can advise on creating proper business structures and strategies to maximize returns, but also re asset protection and tax conditions. Let me know if you have anyone you would recommend.  Thanks BP fam!

1 Vote
Los Angeles County, California