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Results (9769)
Benjamin A Ersing Financial Advisor / wealth management advisor
8 February 2022 | 7 replies

Hi BP community,
I'm looking for a financial advisor / wealth manager. Preferably someone with experience helping W-2 employees build their RE portfolio while balancing other investment opportunities (ie, 401k, etc.....

Schnell Johnson Recommendations for Tax Advisor/Financial Advisor
10 November 2020 | 2 replies

I am looking for a tax advisor or financial advisor to show me how to correctly convert my IRA into a self directed IRA and how to use it for investing. I am located in Ga and I am not sure if the rules are different ...

Lisa Gooding swap broker advisor for fee based advisor
8 March 2024 | 8 replies

I have a Fidelity advisor and am paying about 1% (still trying to get my exact fee) on $750k of managed money. I'm thinking of managing myself and looking for a fee based advisor who is versed in tax/management. Any r...

Bruno Greig Tax advisor
24 January 2014 | 2 replies

Does anyone have any recommendations for a good tax advisor that understands SD IRA's (in the Jacksonville, Fl area)? I just set up an SD LLC and want to make sure all my ducks are in a row.

Thanks
Bruno

Michael Grant Financial advisors
16 July 2016 | 7 replies

New experienced BH member from Indianapolis Indiana. I am looking for a seasoned financial advisor that can show me how to pay rentals off quicker and enjoy the income from mortgage free rentals?

Juan Lugo Insurance Advisors
1 November 2016 | 2 replies

Southern Californian born and raised. I have done two deals. Currently doing live in flip beach house. Looking to move into a live in flip 6-10 unit. Anyone looking into get into multi units in Merced, Fresno, or Sacr...

Miles Presha Financial advisors...
25 June 2015 | 3 replies

Anyone have advice/recommend a financial advisor and or fin advising company?  I'd like some direction on investing for retirement, mutual funds, and stocks, as I plan to invest in all 3.  Should I go with Fidelity or...

Tobey Porter Financial Advisor
31 December 2017 | 9 replies

Good morning - wondering if anyone has a recommendation for a good financial advisor in the DC to SOMD area; someone who has experience investing and working with investors.  My current advisor is very.....we'll say n...

Julie Verardi Financial advisor
13 January 2021 | 4 replies

Hi, I currently have two properties in Jersey City that are cash flowing nicely. I have some plans for moving forward and was looking to talk to a professional financial advisor to get some opinions. Does anyone have ...

Manuel Gonzalez financial advisor
7 April 2014 | 5 replies

Just wondering who here uses the services of a financial advisor. Wife keeps on suggesting we sit down and talk to one. Who has used one and what y'all think about it where they helpful. I always thought they lean ...