Financial advisor for general financial planning, retirement planning - Linwood, NE, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Linwood, NE, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am in need of a Financial Advisor service with the following characteristics in Linwood, NE:
  • How do you feel about managing and organizing your finances?
    • I am comfortable but I want to improve them

  • What stage are you at in your professional career?
    • Retirement is approaching

  • What are your annual income?
    • More than 75,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, retirement planning, life insurance review, investment analysis and advice, home purchase

  • Where do you want to receive the service from the advisor?
    • Indifferent

  • Indicate the date or approximate dates to start
    • In the next few days

  • Preferred schedule
    • Late afternoon (6:00 PM - 9:00 PM)
Service preference: Quality/price ratio.
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