Darcy Currie
Looking for a financial planner in BC
I’m currently looking for a financial planner!There seems to be lots available in BC but wondering if someone here could recommend one who could be helpful specifically for real estate investing and setting up a holdi...
Jonathan Farber
Financial planners for real estate focused people?
It seems like these 2 worlds are at war. Real estate investors pouring all funds into down payments and creative strategies while FA's / money managers highly advise against this. I am writing this post because I am...
Kyle Smith
CPA/Tax Planner Referral | Wheaton, IL Area
I am looking for a referral for a CPA/Tax Planner in the Wheaton, IL area. I converted my primary home to an investment property this year and would like to work with a local CPA. Any recommendations would be apprec...
Owen Mitchell
Looking for a good Certified Financial Planner
I would love to come up with a good Business Plan for myself. I operate best with a detailed format for my Goals. Would like to know more so I could pick the best strategy for my Goals.I want to Cash Flow at least 10k...
Beth Watson
Recommendations for an accountant & tax planner
Hi! Any recommendations for an accountant who can also help with tax planning, preferably can handle multiple states (specifically Texas & Illinois)? Investment properties & unrelated w-2 income.
Andy Cason
Looking for a N. Georgia financial planner
Can someone recommend a 'fee based' financial planner that could advise in strategy with real estate investing? We live about an hour north of Atlanta and we would prefer someone reasonably close. My primary first fo...
Mathew Wray
Fee based financial planner in Portland area?
Hey friends, I've been on a quest to make connections with financial planners and have met a couple of good ones. I'm always on the lookout for folks I can confidently refer my clients to. With financial planners ther...
Jeff Thompson
Recommendation for land use planner in Seattle?
I have a residential lot I need some help with. I saw Terry Wise recommended for Tacoma but couldn't find one for Seattle. Thanks.
Andrew Fallwell
I am a Certified Financial Planner, AMA
Certified Financial Planner and former bank regulator with a passion for Capital Markets and REI. Going to try and make this a semi-regular thing that I do. Feel free to AMA regarding financial planning, retirement,...
Aaron Sauceda
Seeking Investor-Minded Reno Designer/Planner Recommendations
Hello Everyone!My wife and I are based in Austin, TX and we're in the process of purchasing a home – we close on 4/28/21.For context, we're taking on a bit of a project, an old cottage-style home (built in 1948) locat...