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Results (33)
The Financial Strategists, LLC
4.8
25 reviews
4.8
25 reviews
The Financial Strategists, LLC
Specialties: Accounting, Bookkeeping, Business Taxes, MultiState Taxes, RE Professional Status, STR Loophole, Syndication Taxes, Tax Planning & Strategy, Tax Prep & Filing
I’m Robert, the founder and CEO of The Financial Strategists, LLC. My accounting journey began with a solid academic foundation after I separated from the Navy. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I started a position as a government-contracted financial analyst while I pursued an MBA with a specialization in Accounting from the University of Maryland. As a licensed Enrolled Agent, I specialize in working with business owners and real estate investors year-round to actively reduce their taxable income. From investing in real estate to starting new ventures or even family planning, I tailor every client’s tax strategy to their goals and dreams. I bring a wealth of knowledge and practical experience to my valued clients. Throughout the years, I’ve excelled in delivering exceptional tax and accounting services to a diverse clientele, ranging from small businesses, charitable organizations, and real estate investors, saving tens if not hundreds of thousands of dollars in the process. If you’re interested in achieving financial freedom and building tax-free wealth, visit my website and schedule a free interview my team and I can begin tailoring a plan for you today.
Cardinal Financial - David Ross
4.9
206 reviews
4.9
206 reviews
Cardinal Financial - David Ross
Specialties: Conventional Loan, Conventional Rental Loan, DSCR (long-term rental), DSCR (short-term rental), Refinance (investment), Rehab for Buy & Hold, VA Loan
I have worked in Real Estate Lending for over 20 years and have been fortunate to have built an amazing team of other long-term industry veterans around me. Our team blends cutting edge AI technology with the more subtle industry expertise that can only truly be earned through years of experience closing loans and taking care of clients at a high level. When cookie cutter lenders without these tools and experience shrug their shoulders and say that it can't be done, we work harder to get your loan funded. We don't believe that this level of service and expertise entitles us to overblown rates - never! Our commitment to our clients runs deep. We're motivated by becoming your trusted lending partner not just for this next transaction but for the many more that may follow. The David Ross Team's success has been recognized multiple times, including being named among the "Top 1% of all Loan Originators in America" in 2004, 2005, 2006, 2012, 2018, 2019 and 2020 by Mortgage Executive Magazine and the Scotsman's Guide. David grew up on Long Island and came to Las Vegas to attend UNLV. After earning his bachelor's degree, he rapidly established himself in the mortgage industry working as a broker for two years before transitioning to become a loan officer. David resides in Henderson with his wife, Stefanie, and their three children. He is always open to connecting with new people and welcomes any opportunities to expand his network. Finally, please note that we are licensed in 43 states! We look forward to hearing from you for all of your Conventional, FHA, VA, DSCR, Refinance, Cash-out Refi, needs and more! Thank you for taking the time to view our profile - we look forward to serving you! **** DSCR MINIMUM LOAN AMOUNT IS $150,000 ****