What type of advisers do you use/recommend?

What type of advisers do you use/recommend?

Renton, WA · Member since 2017 · 6 posts · 0 votes

Who do you typically reach out to for financial advice for REI? Are there financial advisers that can assist in weighing the costs and benefits of cashing out 401k, stocks, IRAs, etc for REI? Or do you go straight to CPAs for that?

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  • Carl FischerPro Member
    Rental Property Investor · Ambler, PA · Member since 2015 · 2k+ posts · 1k+ votes
    9y

    @Art Bustillos

    I would go to real estate investoe get their take and run it by the CPA's and "fee based"financial advisors. There are real estate investor groups  that can help you find investors.  Google one in your area. BP community also has discussions that can help 

  • Lender · Salt Lake City, UT · Member since 2017 · 36 posts · 12 votes
    9y

    I belong to a group that provides education by instructors who are professionals in their field of teaching. Say, the instructor on legal issues is a lawyer. The instructor on self-directed IRA is an attorney who caters to clients who want to use their retirement accounts to invest in RE, and so on. All are RE investors. So I started with a pool of advisors who know exactly what my needs are as an RE investor.

  • Lance LvovskyPro Member
    Accountant · Fort Lauderdale, FL · Member since 2013 · 1k+ posts · 753 votes
    9y
    Depends what kind of advice you are looking for. A good CPA should serve as your trusted advisor and can help you with most of your questions.
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