Chinmay J.
Financial Planner - To do or not to do...
So I recently got connected with a very good CPA in NoVA for my 2019 taxes, and she advised me that I need to see a financial planner. So far, I have been investing my money myself into stocks and bonds.
In my situa...
Stephanie Knox
Financial Planners in/near Delaware County or Philadelphia
Hi everyone! New to investing and I’m trying to get everything in order and kinda get a road map planned out, does anyone have any recommendations on any financial planners in Delaware County Pa or even Philadelphia? ...
Zachary R.
Financial Planners w/ Real Estate Saavy in Denver?
Hey guys - I've come to realize over the past 18 months that my financial advisor is a great guy, good at his job, but simply not specialized in what my goals are. It seems like each time I promote a financial strate...
Randy Bloch
Fee based financial planner that gets real estate
I have been working in corporate America for 20 yrs and investing in real estate at the same time. I have reached the point where I think my net worth is at point that I could retire. I would like to work with a fee...
Yacine Rimmo
Recommendations for CPA, tax attorney, and financial planner
Hello Team,
I am based in New York City and I own a few properties in the Lehigh Valley. I am looking to structure their administration more efficiently as well as plan for the future acquiring further real estate.
...
Jenn A.
Finding a CPA/Financial Planner in southern california
It seems like finding the needle in a pile of needles, but I'm hunting for a professional CPA who understands real estate and corporate formation, etc. Has anyone had success in this?
Sophia Rubinstein
Lookining for reccomendations for a financial adviser/planner
Hi Everyone!I'm new to the community and located in Edmonton, AB. I am taking my first steps toward FI and am interested in real estate investing. Does anyone know a good financial adviser/planner that I can use in th...
Matt Kvalheim
Referral for strong Tax Planner/Preparer, Orange County CA
Hello everyone, I am looking for a new tax preparer. I have a business with a partner (non real estate related) as well as my own portfolio of rental properties, as well as my wife and my W2 stuff. So, a lot of stuf...
Scott W Smith
Looking for *AWESOME* Tax Accountant / planner for Central VA
Anyone know of a *REALLY GOOD* Real Estate accountant either in the Lynchburg area, or good with VA taxes, RE Investing, and can do "virtual" ? We're just getting started in RE Investing, but it seems like we never ...
Jay N.
Any recommendation for Real Estate savvy CPA / Tax planner?
Hello AllJust took first steps into RE investing world beginning this year.Have been wanting to get into investment property for the past 8+ years but am a classic example of analysis paralysis leading to inactivity a...