Can anyone refer me to a financial advisor and attorney who works with real estate investors? I am in NYS. Thanks all!
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 products just to get a commission.
Good luck and let me know if I can be of assistance.
I'd recommend going to the XYPN or NAPFA find an advisor site and search for an advisor that specializes in real estate. We're pretty uncommon, but there are a few of us around if you look hard enough.
Best of Luck!