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Results (10000)
Moses Castillo Need a financial advisor?
24 May 2019 | 8 replies

I am looking to start investing in real estate but I have not met with a financial advisor. Are financial advisors compensated by directing my money into IRA and other stock Investments? I want to make a plan but I'm ...

Allen Maris Strategy session needed
30 June 2023 | 9 replies

Not exactly sure where to post this, so figured the general personal finance is a good enough place. As others are saying, I'm finding financial planners (both fee-based and commissioned) just don't have enough person...

Lyle Cooper Condo Board reluctant to share Financial records
26 February 2018 | 2 replies

I own a condo in NYC and I am about to undertake a kitchen renovation project. Total renovation cost will $20,000. The condo board wants the higher of 3% or $6000 as an alteration fee. Another $6000 puts the job al...

Bryan Greenwood Banking products and online banking
30 November 2023 | 7 replies

Just curious! What banks would you recommend for deposit accounts and online banking with low or no fees? Online banking would have to be able to download transactions into QuickBooks. Thoughts!  Ideas!

Nick Farrell I don't trust my Financial Advisor, what should I do?
2 July 2019 | 43 replies

I've had a roth IRA and a mutual fund thru Northwestern mutual for just under 2 years. I'm 23, I wanted to get started early so I can buy a business with the money some day. I don't trust the guy that is in charge of ...

Lance H. How can a Financial Planner help a RE Investor?
9 July 2015 | 9 replies

Hi Everyone,I'm hoping to get some opinions in regards to financial planners.  As RE investors what are you looking for in a good Planner?  What skills would they need to bring to the table or what problems could they...

Andy Gibson Getting Started - Thoughts on Working with a Financial Advisor?
29 August 2024 | 13 replies

Hey guys, I’m just getting started on my real estate investing journey. I work in analytics consulting and have managed my finances and investments well by myself. 401k, investment accounts, high yield savings account...

Scott S. Looking for a Fee Based CFP
16 December 2021 | 6 replies

We are looking for a fee-based Certified Financial Planner who is familiar with Real Estate Syndication. Does anyone have any recommendations? In case it helps, we live in Florida. Thanks in advance!

Megan Wildhood Financial advisor recommendations
30 October 2020 | 3 replies

Hey all! Any recommendations for financial advisors experienced in working with real-estate investors and business owners? I'd love someone who's also familiar with working with single women into FIRE even as they are...

Kenneth Kloster Finding a RealEstate Investment Financial Adviser
24 January 2020 | 5 replies

How does one find a good Financial Advisor who specializes in RealEstate investment advice?