@Wayne Kennoff- thanks   1) getting a personal referral is a good place to start 2) if you have narrowed down the options to a few -  contact both on the same  days and ask them for whatever  quotes  for your scenario ...ask for a loan cost worksheet  if  possible .  ...if their pricing ends up being  the same - make a decsion based on the  feel  for  cutoner  service you get when communicating with them.   3)  make sure they  disclose all the fees  related to the  refinance  ( not just their  own fees ) ..4)  reviews are   hard to  use to make a decision ( as you found out ) 5) rates are pretty high right now for rental  properties ....if you can wait to  refinance - you might consider doing so ...if you need to refinance - so be it ...Good luck 

Happy to help with great referrals in the Cleveland / Akron market to help build out your team if you need any suggestions!

They want more online leads, but I'm quickly learning their bigger issue is outbound sales & marketing, i.e. understanding who their customers (and referral partners) are and engaging them meaningfully.I've been lurking on BP and researching their build areas and it seems like their primary clients are developers and investors, not individuals building their dream vacation home (though they are part of the mix).Their value prop is dollar efficiency and speed.

I see the same with note investors and people writing books and doing coursesI can name many people who now sell courses in a different strategy (whatever is hot) because they just bounce around promoting a lifestyle “live your life and earn $25k/mo passively with (insert investing type).

Ultimately, I thought perhaps folks may have worked with a specific attorney that specializes in this sort of scenario, much like many of us share referrals for professionals that support the highly specialized needs of investors.

I am in by no means promoting these syndication though haha.... in the last two months, i found those two deals , one in MF and one in industrial, the key thing that makes them attractive is that the new sponsor can assume the 3-4% loan from previous owner. 

If so can you provide a referral for this lender?

Does anyone have any referrals to any prop management to see if I can get further guidance?

I can referral if needed.

Ultimately, my question was asking for referrals to an excellent financial advisor who I can go into more depth with.