Fosbenner Financial, LLC

Fosbenner Financial, LLC focuses on custom investment plans for clients, ensuring all their needs and requirements are met for their 1031 exchanges, 1033 exchanges, tax gain deferral strategeies and overall financial portfolios. Some of theirfocuses include securitized real estate via the Delaware Statutory Trust (DST) and Tenant-In-Common (TIC) custom offerings for 1031 and 1033 exchanges, Qualified Opportunity Zone Fund's for tax deferral on business sales and other appreciated assets, alternative Reg-D private placements for non-traditional portfolio diversification, retirement account planning, and many other investment needs. Amy Fosbenner works with Attorneys, CPA’s, Real Estate professionals, Qualified Intermediaries (QI’s), underwriters, investors and more nationwide, to provide the highest level of competent service for investors, professionals and their clients.

网站

www.FosbennerFinancial.com

Fosbenner Financial, LLC的外部链接

所属行业

金融服务

规模

1 人

总部

Mount Sinai，NY

类型

私人持股

创立

2023

领域

1031 exchanges、securitized real estate、opportunity zones、tax deferral、commericial real estate、delaware statutory trusts、DST's、private placements、wealth preservation、QOZF、financial advisor、registered representative、financial planning、tenant in common、2004-86、1031 DST和1033 Exchanges