953,717
Yes I do, I'm in the investment and insurance field. Highly likely that gold mine "opportunity" was a sham.
-
Diana Dahlberg
Pleasant Prairie, WI
-
Candice A. Donofrio
Fort Mohave, AZ
-
Lyn Sims
Schaumburg, IL
-
Peter Testa
Danbury, CT
-
Nina Hollander, Broker
Charlotte, NC
-
Bob Crane
Stevens Point, WI
5,104,931
Oh my goodness, never. I can refer them to various professional financial advisors if they ask, but I don't ever provide advice per se.
-
Pete Xavier
Pacific Palisades, CA
-
Anthony Acosta - ALLAT...
Atlanta, GA
-
Peter Testa
Danbury, CT
-
Jeff Pearl
Lovettsville, VA
-
Gloria Valvasori, Accr...
Mississauga, ON
1,052,211
Ew, not like that!
-
Candice A. Donofrio
Fort Mohave, AZ
-
Pete Xavier
Pacific Palisades, CA
-
Lyn Sims
Schaumburg, IL
-
Peter Testa
Danbury, CT
2,684,109
Buy real estate.
Be sure to ask your inspector how that gold mine is paying off.
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Denise Copeland
Jupiter, FL
-
Pete Xavier
Pacific Palisades, CA
-
Lyn Sims
Schaumburg, IL
4,319,419
Paul S. Henderson, REALTOR®,CRS, - I ask them to consult their financial advisor.
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Bob Betel
Sweetwater, TN
-
Nina Hollander, Broker
Charlotte, NC
-
Bob Crane
Stevens Point, WI
2,182,552
I have invested in buying Rental Properties since age 21 and I share my experiences ,
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Pete Xavier
Pacific Palisades, CA
-
Michael J. Perry
Lancaster, PA
2,220,654
I do not because I am not a Financial Adviser.
-
Bob Betel
Sweetwater, TN
-
Anthony Acosta - ALLAT...
Atlanta, GA
1,844,301
That's not financial advice that's pitching a product or stock.
I think financial advice would be how to clean up your credit or write letters to get things cleared up. That's all.
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Candice A. Donofrio
Fort Mohave, AZ
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Pete Xavier
Pacific Palisades, CA
758,035
Like investing advice? No, but I will help with info on what's needed for a mortgage preapproval & who they can contact, run numbers through a mortgage calculator for them, things related to selling them a house.
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Pete Xavier
Pacific Palisades, CA
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Anthony Acosta - ALLAT...
Atlanta, GA
911,338
No actual financial advice, but might point out that they should do some more research before deciding, check with a CPA, etc.
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Tony and Suzanne Marri...
Scottsdale, AZ
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Nina Hollander, Broker
Charlotte, NC
3,626,530
No sir, that is beyond my pay grade
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Bob Betel
Sweetwater, TN
-
Nina Hollander, Broker
Charlotte, NC
6,393,609
Those asking for advice in investing in forestland or homes will receive the benefit of my expertise.
But I know very little about South African gold so I will not be coaching or selling anyone on this opportunity.
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Pete Xavier
Pacific Palisades, CA
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Bob Crane
Stevens Point, WI
679,404
No I do not, but I do direct them to someone more qualified to answer investment/financial questions.
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Pete Xavier
Pacific Palisades, CA
1,543,833
I'd never ambush them with a sales pitch like that, no.
Nor do I like a lender, CPA or financial advisor would.
I share real stories or success and failures with them so they can make informed decisions and then refer them to the above professionals.
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Thomas J. Nelson, REAL...
La Jolla, CA
5,217,048
Nope, everybody has their own thoughts. When asked, I will answer with another question. Food for thought but no conclusions!
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Pete Xavier
Pacific Palisades, CA
5,583,278
my clients were usually new home builders.... when a buyer wandered in and did not want a buyer's agent, I discussed financing with them and directed them to my mortgage contact.... if they were not financable, I'd get them financed myself...
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Anthony Acosta - ALLAT...
Atlanta, GA
3,071,489
577,750
I never give advice that is not within the realm of my expertise, Real Estate. For financial legal or otherwise, I refer them to the appropriate professional.
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Nina Hollander, Broker
Charlotte, NC
274,059
1,598,452
2,224,473
I relate personal experiences, but advise them to seek the advice of a professional in that area.
155,337
That seems like a stretch. I would definately give my advice it is was related and recommend that they meet with a professional for further assistance.
What your inspector did sounds more like a pitch than financial advice.
5,868,565
Heck no, always tell them a CPA or a financial investment company would be a better source of information.
249,205
Absolutely not. The only thing I am will to do is tell them about my personal experiences and refer them to someone who is an expert in the industry.
564,494
4,800,082
No, but if they ask, I may give an opinion if it's real estate related.
1,622,432
If he is a good inspector and does something on the side, it does not bother me.
785,475
3,988,007
Yes I do. I mention often to all my buyers that investing in rental property may be a very good strategy to build wealth for retirement. Then I send then to their accountant for more details.
3,986,258
763,883
I give advice all the time on all situations when requested and when it is not requested. Sometimes the advice is to ask someone else like an expert in the field, a CPA, Doctor, Attorney, Teacher...
7,836,431
504,530
4,936,716
3,164,294
yes and no. I do tell them things like "make sure to dicuss with your loan officer the impact that making a new purchase during the contract period would have" and things like that which could be seen as financial advice.
901,855
No. We're not supposed to give financial advice. Plus, not knowing the big picture, you could give damaging advice.
225,526
3,345,091
No. I do not. I refer them to qualified professionals that I know and trust.
I've been invited by several clients to get involved in World Financial selling life insurance. Not my thing ... I graciously explained.
4,160,899
1,311,397
With a background as a bank manager, a bachelor’s degree in Finance, and many years of personal experience with my own finances, I know enough give basic advice. I refer clients to experts when they get serious about needed direction.
1,325,299
1,502,998
231,224
i give any advice that is personal and relevant and requested, but since i am not a financial adviser , i stay away from that. i stick to what i have experience on.
121,632
No, I do not since I'm not a licensed financial advisor. I'm happy to answer investment questions on real estate but not personal finances.
711,852
i do not. I have no license nor liability insurance connected with financial planning.
5,772,575
2,781,173
1,466,207
Paul S. Henderson, REALTOR®,CRS, Only within the scope of being a real estate Broker. Anything beyond this basic information, they should consult with their accountant.
3,416,038
2,161,148
900,128
Although I used to be licensed (expired) to do so, I do not now as it would not be appropriate.
4,883,260
716,049
Well of course not.... but I must admit that I do give pointers and point out certain tings they should be investigating with their associated pros, the questions they should be asking - all related to real estate.
921,504
I do not give NON-REAL ESTATE financial advise.
When real estate is 50% of market value my advise is buy it or get out of my way.
Do I encourage others to purchase things that will prove beneficial to them AND sometimes to me, of course.
1,712,676
We all do in a way but to tell someone to do somewthing based on your belief and you are not a CPA is dangerous.
2,436,470
613,494