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Updated over 2 years ago on . Most recent reply

Amy B.'s profile image
Amy B.'s profile image
Amy B.
  • Investor
  • from Charlotte, NC
  • Member since Aug 12, 2020
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Amy B.'s profile image
Amy B.'s profile image
Amy B.
  • Investor
  • from Charlotte, NC
  • Member since Aug 12, 2020
Connect
Amy B.
  • Investor
  • Charlotte, NC
8
Votes |
4
Posts
Personal Finance

Charlotte advisors who specialize in real estate investing

Amy B.
  • Investor
  • Charlotte, NC
Posted

Hi, anyone know of a Charlotte, NC, fee-only/fiduciary financial advisor who also knows REI? I'm looking for someone to help with financial/retirement planning who is experienced with retirement portfolios that consist of real estate along with traditional vehicles such as 401Ks/IRAs. Ideally, someone with knowledge of self-directed IRAs, Solo 401Ks, and the various tax implications. Thanks for any recommendations!

Charlotte, North Carolina
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Amy B.'s profile image
Amy B.'s profile image
Amy B.
  • Investor
  • from Charlotte, NC
  • Member since Aug 12, 2020
Connect

User Stats

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Posts
8
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Amy B.'s profile image
Amy B.'s profile image
Amy B.
  • Investor
  • from Charlotte, NC
  • Member since Aug 12, 2020
Connect
Amy B.
  • Investor
  • Charlotte, NC
8
Votes |
4
Posts
Amy B.
  • Investor
  • Charlotte, NC
Replied

Thanks, Dan, I will check out your website. And yes, advisors with REI experience seem hard to come by.

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