Brian R.
Finanacial planner in Twin Cities Minnesota
I am looking for recommendations of a financial planner in the twin cities of Minnesota that is familiar with real estate investing, as well as other investment types (stocks, bonds, IRA, ETC.) I want to continue inv...
Lisa Albright
Tax Strategist/Planner Albany NY area
Hello,I am looking for a good tax planner/strategist in Upstate NY area. We have a rental and a sole proprietor biz. Any recommendations would greatly be appreciated. I love Bigger Pockets, so much great information.T...
Mark Spidell
Any tax planner recommendations in Denver
Does anyone have a recommendation on a tax planner in the Denver area? Tax prep services are optional
Laura Jimenez
Tax Advisor/Planner near Fort Lauderdale
Hi everyone! Can anyone suggest a CPA that would be able to help with tax planning? I would like someone that can not only prepare taxes but can also help advise on minimizing taxes, etc. For example: I purchased my ...
Latimer Luis
Financial Planner Advised Against New Investments
Really quickly about myself: 36/married/california and started in REI (out of state buy & hold) about 2.5 yrs ago. I started looking for a CFP just to get a third party to look into our finances and advise us on w...
Lakshmi Nikitha Duggirala
Looking for Real Estate Tax Planners
Hi, I am looking for a tax planner that can take a look at my legal entity structure and help me strike a balance between reducing my tax liability without knocking down my my leverage.
Andrew R.
Financial Planner w/ Real Estate Bent?
Hi, I've been investing for 6 years and have built up a nice portfolio of single fam rentals and an Airbnb, but now need to find a Financial Planner/Advisor with expertise in Real Estate AND traditional retirement pla...
Terence Crafton
I am seeking an Advisor/Planner
How do I go about finding a CFA/CFP in the Kansas City Missouri area? Do banks (Commerce Bank in particular) have any of these agents? I just moved back into the area. Thank you for your time and help in advance.
Allison Hodges
Looking for a tax strategist/planner
We have a CPA we've used for a while but I'm looking for someone who doesn't just prepare our taxes for us but plans and prepares a strategy for us to maximize our tax savings and the tax advantages that come with own...
David Yee
Are Certified Financial Planners (CFP) helpful?
Hello! I am getting more into active investing now and would like to know if getting a CFP is helpful. I am in the process of acquiring a rental property and expect to acquire another in the next 18 months. I also hav...