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Financial advisor for personalized advice - Dundee, OH, United States - beBee Handyman
Description
Hello, I am writing to request a quote for an online management service for self-employed individuals (new business) in Dundee, OH. I would also like a quote for reviewing 2 pension plans. Thank you, I look forward to your response. Regards, Daniel Gomez.- 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? Mid-level.
- What type of financial assistance or planning do you need from the advisor? I want the advisor to advise me on what is best for me.
- Where do you want to receive the service from the advisor? Online or by phone.
- Please indicate the approximate start date(s) I am flexible.
- Preferred schedule Midday (12:00 - 15:00).
