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Results (373)
Bobbi Casalino Recommendations for financial planner
17 February 2022 | 3 replies

Hi. Does anyone have a FP that knows the laws, loopholes and how to apply them or better yet, advise you based on present and intended situations? I'm looking for a Mark J. Kohler (KKOS) or Clint Coons (Anderson Advis...

Enyi Ajoku Financial Planner In Rochester NY
16 November 2018 | 3 replies

Hi Everyone,Could anyone recommend a financial planner/accountant based in Rochester NY. An individual with property investments knowledge, city/state property and tax laws would be an added advantage  Thank You

Joshua Andrews Meeting investors through financial planners
8 March 2015 | 3 replies

I'm curious if any note investors have spent the time cultivating relationships with financial planners or advisers in order to gain access to their pool of clients? This would be for investing in notes. To me this wo...

Anthony Gabriel Looking for Financial Planner - NJ
6 July 2021 | 1 reply

I am looking for a financial planner to begin working with. I am based in NJ and I’m certainly not looking for anything super cost aggressive as I am new and simply looking for some degree of paid mentor ship that I c...

Robert P. Dealing with city planner's office?
20 March 2014 | 4 replies

Hi all. I am thinking of purchasing a SFH. The multi-units didn't work out for me like I had hoped it would. I am thinking about purchasing in a neighborhood in what is usually the worst possible area to buy...t...

Bjorik Mutize Financial Planner/Attorney/Insurance Agent
4 April 2017 | 3 replies

Hey guys,Just getting out of my last year of college, working my way to finding a rental close to campus. I'm trying to get a team together of a certified financial planner, insurance agent, and also a attorney on inv...

Eli Madden Tax Strategy and Tax Planner
4 February 2023 | 2 replies

Hello fellow BPers - I'm looking for referrals on a CPA for tax strategy and tax planning for both near and long term guidance. I have properties in both Colorado and Wisconsin.

Thanks in advance for recommendati...

Kishor Rao Tax Planner/Strategist recommendation needed
19 October 2020 | 2 replies

Hello all! I'm looking for a tax planner/strategist in the Philadelphia (and surroundings) area. Can anyone provide a recommendation? Thanks.Kish

Jason Vandermark Dose anyone use planners anymore?
29 December 2020 | 2 replies

What yearly planners does everyone recommend?