Seeking WA financial advisor

1 Reply


I recommend finding a financial advisor that specializes in working with real estate investors over one that is local. You may want to consider working with your advisor remotely to expand your options.

I would also recommend looking for an advisor who is willing to work with you throughout the year. You want an advisor that can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year. You should also look for a Fee-only advisor who is not going to sell you a product and/or try get a commission. 

Good luck and let me know if I can be of assistance.

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