Financial advisor for general financial planning - Stratford Downtown, CT, United States - beBee Handyman

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Stratford Downtown, CT:
  • 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 is your annual income?
  • Between 35,000 and 50,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
  • General financial planning

  • Where do you want to receive the service from the advisor?
  • At the advisor's office

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

  • Preferred schedule
  • Afternoon (3:00 PM - 6:00 PM)
Preference for the service: Quality/price ratio

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