Financial advisor for general financial planning, analysis, and advice - Houtzdale, PA, 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 Houtzdale, PA:
  • 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?
  • Executive.

  • What is your annual income?
  • Between 50,000 and 75,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • General financial planning, investment analysis and advice, tax planning, investment funds, home purchase.

  • Where do you want to receive the service from the advisor?
  • Remote or in-person meeting, indifferent.

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

  • Preferred schedule
  • All day.

    Service preference: Quality/price ratio.

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