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Updated almost 6 years ago on . Most recent reply

Michelle Phelan's profile image
Michelle Phelan's profile image
Michelle Phelan
  • Investor
  • from Troy, NY
  • Member since Dec 17, 2017

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Michelle Phelan's profile image
Michelle Phelan's profile image
Michelle Phelan
  • Investor
  • from Troy, NY
  • Member since Dec 17, 2017
Michelle Phelan
  • Investor
  • Troy, NY
5
Votes |
29
Posts
Personal Finance

CPA or Financial Advisor - Old 401k

Michelle Phelan
  • Investor
  • Troy, NY
Posted

Hello Fellow Bigger Pockets Investors!! I am looking for a Financial Advisor or CPA in the Capital Region (Albany, NY) who can lead me down the best path for using my 401k to buy real estate. I no longer work for the company and will need to move my investment to access it. Suggestions for professionals would be greatly appreciated. Thanks in advance!

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Alina Trigub's profile image
Alina Trigub's profile image
Alina Trigub
  • Rental Property Investor
  • from Glen Rock, NJ
  • Member since Nov 30, 2015

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Alina Trigub's profile image
Alina Trigub's profile image
Alina Trigub
  • Rental Property Investor
  • from Glen Rock, NJ
  • Member since Nov 30, 2015
Alina Trigub
  • Rental Property Investor
  • Glen Rock, NJ
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3,139
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Alina Trigub
  • Rental Property Investor
  • Glen Rock, NJ
Replied

@Michelle Cherian

You should reach out to @Bernard Reisz - he's CPA and works with RE investors as well.

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