Financial advisor for general financial planning - La Salle, MN, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
La Salle, MN, United States

1 month ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
Change investment fund with losses to another fund or financial product to recover these losses. How to manage my current assets to obtain the highest possible profitability in the current economic situation.
  • How do you feel about managing and organizing your finances?
  • I am not comfortable with my finances.

  • What stage are you at in your professional career?
  • Mid-level.

  • 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, online, or by phone.

  • Indicate the date or approximate dates to start.
  • I am flexible.

  • Preferred schedule.
  • Afternoon (3:00 PM - 6:00 PM).
Service preference: Quality/price ratio.

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