This section contains contact information for professionals known to CamaPlan. CamaPlan cannot in any way endorse them or their products and services. However, CamaPlan has worked with these individuals/companies with respect to their businesses and on behalf of CamaPlan clients who work with them.
CamaPlan does not offer tax, legal, accounting, investment, or other financial or professional advice. If such advice or assistance is needed, we urge you to seek the services of a competent professional in the area of expertise required. As always, we strongly recommend that you perform due diligence before entering into any investment decisions.
Diversified Funds
Clothier Springs Capital Management
Thomas McKeon, President
305 Clothier Springs Road
Phoenixville, PA 19460
www.clothiersprings.com
[email protected]
P: 610-933-3925
Notes
PPR – Partners Payment Relief
Dave Van Horn, President & CEO
920 Cassatt Road, Suite 210
Berwyn, PA 19312
www.pprnoteco.com
[email protected]
P: 877-395-1290
Precious Metals
American Federal
Michele Sapero
500 Easy St., Carefree, AZ 85377
Mailing: P.O. Box 5810, Carefree, AZ 85377
www.americanfederal.com
[email protected]
P: (800) 221-7694 F: (480) 553-5290
Gold Safe Exchange
225 S. Lake Ave
3rd Floor
Pasadena, CA 91101
www.goldsafeexchange.com
[email protected]
P: (800) 341-6727
Neptune Global Holdings LLC
Marie Grace, Customer Service Manager
717 North Union Street, Suite 103
Wilmington, DE 19805
neptuneglobal.com
[email protected]
P: 302-256-5080
F: 302-256-5081
Real Estate
Accountable Equity
Josh McCallen & Melanie McCallen
72 North Bremen Avenue
Egg Harbor City, NJ 08215
www.accountableequity.com
[email protected]
W: 215-259-8659
C: 484-995-9306
Adams Investment Group
Brian Adams, President
99 Aldan Avenue, #44
Glen Mills, PA 19342
adamsinvestorgroup.com
[email protected]
P: 215-967-1464
C: 215-681-0061
Ginko REIT, Inc
Haley Davis – Capital Raising Associate
200 South College Street – Suite 200
Charlotte, NC 28202
[email protected]
ginkgoreit.com
P: 484-293-1212
HomeStarr Realty
Stephanie Pappas, Realtor
850 Easton Road
Warrington, PA 18976
homestarrinc.com
[email protected]
C: 215-272-4577 (preferred)
P: 215-355-5565
F: 267-282-5666
James Management Group
Jerry Goodreau, VP Investor Relations
21 South Rangeline Road – Suite 300A
Carmel, IN 46032
jamesmgt.com
[email protected]
P: 317-975-3893
MEH Investments
Brian Halligan, Owner & Managing Partner
113 E. Mill Road
Flourtown, PA 19031
www.mehinvestments.com
[email protected]
P: 215-901-1215
One Street Capital
Denise Piazza
113 E. Mill Road
Flourtown, PA 19031
www.onestreetcapital.com
[email protected]
P: 215-479-0142
Penn Capital Group
Percy Nikora
575 Swedesford Rd, Suite 101,
Wayne, PA 19087
penncapitalgroup.com
P: 484-293-12124
RE/MAX Services (Tim Miller Team)
Tim Miller
794 Penllyn Pike – Suite 120
Blue Bell, PA 19422
montcorealestateadvisors.com
[email protected]
C: 610-247-2086
P: 215-641-2500
United Real Estate
Ken Enochs, Jr.
676 Swedesford Rd, Suite#140
Wayne, PA 19078
ucoffices.com
[email protected]
P: 610-453-7300
Wellings Capital
Paul Moore, President
14805 Forest Road – Suite 203
Forest, VA 24551
wellingscapital.com
[email protected]
P: 800-844-2188
Tax Liens
Tax Lien Certificate and Tax Deed Authority
Ted Thomas
tedthomas.com
[email protected]
P: 321-449-9940
Tax Lien Investing Mentor, Coach and Trainer
Joanne Musa – Founder, Author, Speaker of Tax Lien Lady
10 Adam Labar Road
East Stroudsburg, PA 18302
taxlienlady.com
[email protected]
P: 866-630-3371
Accountants
Haeffle Flannigan
Jim Rogers
1000 S. Lenola Road, Suite 200
Maple Shade, NJ 08052
hfco.com
P: 856-722-5300
Kerr & Company P.C.
Wayne P. Kerr
Esq, C.P.A (L.L.M. Taxation)
SDIRA LLC, Trusts
Tax Strategist – IRA Qualifies Plans, Form 990T, IRA Tax Representative, Federal and State Tax Preparation
2 Penn Center, Suite 711
1500 John F. Kennedy Boulevard
Philadelphia, PA 19102
www.kerrlawassociates.com
[email protected]
P: 215-772-1200 ext.101
SJVenuti, CPA MST LLC | CPA Exchange Services Inc.
Stephen Venuti
6 Saint Albans Ave, 2nd Floor
Newtown Square, PA 19073
newtownsquaretaxservice.com
[email protected]
P: 610-353-0686
F: 610-353-0717
Tim Sundstrom
Tim Sundstrom
500D Abbott Drive
Broomall , PA, 19008
timtaxman.com
[email protected]
P: 610-544-6100
F: 610-353-8011
Asset Valuation Services
Equity Valuation Associates
Sean O’Scanlon, CBA, CVA
67-079 Nauahi St. #1297 Waialua, Hawai’i 96791
www.EVAValue.com
https://www.facebook.com/equityvaluation
[email protected]
C: : 808- 637-8480
Walter L. Zweifler, ASA, CVA
Walter Zweifler
Zweifler Financial Research
30 Wall Street – 8th Floor
New York, New York 10005
zweifler.com
[email protected]
Skype: zweifler1
P: 212-809-6435
C: 973-763-5534
Attorneys
Dolan Law LLC
William J. Dolan, Jr.
232 Philadelphia Pike
Wilmington, DE 19809
dolanlawpa.com
[email protected]
P: 302-547-3903
F: 888-547-4414
Dornish Law Offices, PC | Dornish Settlement Services, LLC
Brad Dornish
2500 Brooktree Road, Suite 301
Wexford, PA 15090
dornish.net
[email protected]
P: 412-765-2726
Direct: 724-759-2830
Fisher Boyles LLC
Craig Zappetti
One Liberty Place
1650 Market Street
Philadelphia, PA
fisherbroyles.com
[email protected]
P: 609-922-0484
IRA Lawyer, PR LLC
John Hyre
301 Calle del Recinto S, Ste. 703-04
Cond. Gallardo
San Juan, PR 00901-1960
iralawyer.com
[email protected]
P: 614-207-2441
F: 614-750-3001
Kerr & Company P.C.
Wayne P. Kerr
Esq, C.P.A (L.L.M. Taxation)
SDIRA LLC, Trusts
Tax Strategist – IRA Qualifies Plans, Form 990T, IRA Tax Representative, Federal and State Tax Preparation
2 Penn Center, Suite 711
1500 John F. Kennedy Boulevard
Philadelphia, PA 19102
www.kerrlawassociates.com
[email protected]
P: 215-772-1200 ext.101
Law Offices of Bruce Shaw PC
2735 Terwood Road
Willow Grove, PA 19090
shawlaws.com
[email protected]
P: 215-657-2377
Offit Kurma P.A
Scott Polsky, Principal
1801 Market Street , Suite 2300
Philadelphia, PA 19103
www.offitkurman.com
[email protected]
P: 267-338-1365
Royal Legal Solutions
Scott Smith
1100 Azie Morton Road, 1105
Austin, Texas 78704
www.royallegalsolutions.com
[email protected]
P: 512-871-0843
Scolieri Law Group, P.C.
Phillip Scolieri, Real Estate and Checkbook IRA
1207 Fifth Avenue, Suite 200
Pittsburgh, PA 15219
[email protected]
P: 412-765-0546
Sunstone 1031 Exchange, LLC | Knowledge is Money Inc.
Mary Hart
17412 Forkland Road
Gravel Switch, KY 40328
knowledgeismoney.net
[email protected]
F: 828-258-1031
C: 828-231-2583
Banks
First Trust Bank
Ashley Wykopf-Clark
1515 Market Street
Philadelphia, PA
[email protected]
P: 215-850-2756
Meridian Bank
Jason Rose
9 Old Lincoln Highway
Malvern, PA 19355
www.meridianbanker.com
[email protected]
P: 484-586-3526
F: 484-582-0650
WSFS Bank
Pat Ward | Bill Detweiler
724 W. Lancaster Ave
Wayne, PA 19078
www.wsfsbank.com/personal
[email protected]
[email protected]
P: 610-828-2346
Banks – Non-Recourse Lenders
First National Bank of America
P.O. Box 980
East Lansing, MI 48826
www.fnba.com
Main: 800-968-3626
Contact Us
First Western Federal Savings Bank
1402 Main Street
Rapid City, SD 57701
www.myiralender.com
Main: 800-908-8845
Contact Us
North American Savings Bank
Cole Huston, IRA Loan Officer
Locations: Locations and ATMs
www.nasb.com
[email protected]
Main: 866-735-6272 Direct: 816-621-6443
Titan Bank
Ryan Hughes, Director of Retirement Depository
3100 Monticello Ave, Suite 400
Dallas, TX 75205
www.titanbank.com
[email protected]
P: 888-360-1300
Certified Financial Planners
Holistic Financial Planners
Benn Skupp, Co-Founder/Financial Planner
16 Campus Boulevard
Newtown Square, PA 19073
www.holisticfinancialplanners.com
[email protected]
P: 610-355-7854
F: 610-325-6240
Janney Montgomery Scott LLC
Thomas Martorana, First Vice President, Wealth Management
200 N. High Street, Suite 201
West Chester, PA 19380
thomasmartorana-janney.com
[email protected]
P: 610-701-6060
TF: 800-777-0131
TF: 610-436-4373
UBS
Nastasi-Cannon Wealth Management Group
James R. Nastasi & Carrie A. Cannon
101 W. Elm Street, Suite 200
Conshohocken, PA 19428
www.ubs.com/team/nastasi-cannon
[email protected]
[email protected]
P: 610-832-3029
P: 610-832-3031
F: 855-247-4123
Credit Enhancement
Credzu, LLC
1980 N. Atlantic Ave
Second Floor Cocoa Beach, FL 32931
credzu.com
[email protected]
Superior Tradelines, LLC
Kate Sigman
superiortradelines.com
[email protected]
P: 800-431-4741
Insurance
Davidson Financial Group
Lance Davidson CLU, ChFC | Agency Principal
Allstate Insurance Company
Victorian Village Offices
120 Bethlehem Pike, Suite 101
Colmar, Pa. 18915
davidsonfinancialgroup.com
[email protected]
P: 215-996-0830 | F: 215-996-0831 | TF: 800-987-1802
National Real Estate Insurance Group
Tim Norris, President
Affinity Group Management
7509 NW Tiffany Springs Pkwy #200
Kansas City, MO 64153
nreinsurance.com
P: 888-741-8454 | F: 513-858-4321
Property Management
One Source Property Management
Charles Pupich
409 North Ave
Pittsburgh, PA 15209
onesourceips.com
[email protected]
P: 412-848-1953
Title Services
Commonwealth Agency
Marc Franzoni, President
One West First Ave., Suite 400
Conshohocken, PA 19428
[email protected]
P: 215-643-7744
Neshaminy Abstract LLC
Arlene Shaw
451 S. Bethlehem Pike, Suite 300
Fort Washington, PA 19304
www.neshaminyabstract.com
[email protected]
P: 215-348-1848
F: 215-348-7171
World Wide Land Transfer
Kendall Halpern
8 Neshaminy Interplex Dr, Ste 117
Feasterville Trevose, PA 19053
P: 215-245-5650
Organizations
ACRE Investor Group
Sharon Harkins, Vice President
408 North Ave
Pittsburgh, PA 15208
[email protected]
P: 412-377-2736
ACRE Investor Group
Charles Pupich, Director
408 North Ave
Pittsburgh, PA 15208
[email protected]
P: 412-302-2131
Benetrends Financial
Tony Robinson
1180 Welsh Road, Suite 280
North Wales, PA 19454
[email protected]
D: 267-328-1316
C: 267-273-4313
F: 267-638-0198
Diversified Investors Group – DIG
Stephanie Pappas Gentilin, Executive Director
1250 Bethlehem Pike, Suite 391
Hatfield, PA 19440
digonline.org
[email protected]
P: 215-712-2525
High Speed Alliance (HSA)
Dr. Forrest Bryant & Lauren Nethery
highspeedalliance.com
[email protected]
[email protected]
P: 256-642-1230
P: 615-969-8994
Metrolina Real Estate Investors Association
Pete Youngs
4607 Charlotte Highway – Suite 1
Lake Wylie, SC 29710
metrolinareia.com
[email protected]
P: 704-523-1570
National Real Estate Investors Association
Tina Abner & Lori Hudson
7265 Kenwood Rd, Ste 210
Cincinnati, OH 45236
nationalreia.org
[email protected]
[email protected]
P: (859) 582-9032
P: (888) 762-7342
PROA
Rita Dallago, Executive Director
Brad Dornish, Chairman
www.proassoc.org
[email protected]
[email protected]
P: 717-608-8363
South Jersey Real Estate Investors Association (SJREIA)
Tom Dagney, President
SJREIA Board of Director 2019
513 White Horse Pike
Haddon Heights, NJ 08035
sjreia.org
[email protected]
P: 856-663-1133
Strategic Investor Alliance, LLC
Dave Van Horn
Board Member, SIA
President & CEO, PPR Note Co. LLC
354 Paoli Woods Drive
Paoli, PA 19301
strategicinvestoralliance.com
[email protected]
[email protected]
P: 877-395-1290
F: 888-600-8517
1031 Intermediaries
Accruit
David Gorenberg
Managing Director
https://www.accruit.com/about/meet-team/david-gorenberg
[email protected]
P: 215.770.6354
Marketing
Lightmark Media
PPC & Website Design/Development
Scott Corbett
523 1/2 Price Avenue
Athens, GA 30601
lightmarkmedia.com
[email protected]
P: 706-603-4077
Szar Star Security
David Czarnecki
1851 Tollgate Road
Palm, PA 18070
czarstar.net
P: (215) 679-5921
Office Support
ARC Document Solutions
Bob Endy
417 North 8th Street – Suite 402
Philadelphia, PA 19107
e-arc.com
[email protected]
P: 215-563-7600
Pro Shed Security
Kathleen Clifton
25 Industrial Blvd
Paoli, PA 19301
1515 Market St #1200
Philadelphia, PA 19102
proshred.com
[email protected]
P: 484-323-2100
IT Management
Hyopsys
Tim Wicks
811 Bethlehem Pike, Unit 1
Erdenheim, PA 19083
hyopsys.com
[email protected]
P: 267-332-6900
