Recommendations for Financial Planner/CPA

[Patrick Kelley]

Hello All - I am just starting my real estate investment journey and want to make sure I do this the right way. I am looking for recommendations for a financial planner/CPA that is knowledgeable in both REI! but also in stock. Preferably someone in Massachusetts or Rhode Island, but open if I can find someone who I feel would be a great partner.

Please put your recommendations below. And, please let me know why you recommend them. Some information on what they've done for you would be very helpful.

Can't wait to read the responses!