News: Financial Digest

Warren Gomberg 2012

Name: Warren Gomberg Title: Principal Company: Gomberg Financial Services Location: 196 Pleasant St., Marblehead, MA 01945 Place of birth and year: Brooklyn, NY - 1953 Family: 23 year old son, fiancé Gina Khan College: Northeastern University, BA Business First Job Outside Finance: Wilk & Welch, rental sales, selling condos First Job in Finance or Allied Field: Originated 203K Rehab loans for investors What do you do now and what are you planning for the future? We specialize in financing apartment buildings and have closed over 426 commercial loans over a 14 year history. Fannie Mae a specialty. Deals harder to do now with what we do. Current federal regulations. Banks are more cautious. Hobbies: Fish, finding interesting ethnic restaurants Favorite book: "Winning through Intimidation" by Robert Ringer Favorite movie: "Field of Dreams" Key to success: Hard work, have a passion for what you do If you were forced to choose another vocation what would it be? Landlord
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.