Financial advisor for investment analysis and advice, investment funds - Cresbard, SD, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Cresbard, SD, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am interested in investing 25,000€ in Cresbard, SD. I would also like to invest 1000€ per month indefinitely. I am in need of a financial plan to maximize the return on this investment. My risk profile is moderate, around 3 or 4 out of 7.
  • How do you feel about managing and organizing your finances?
    • I am comfortable but I want to improve.

  • What stage are you at in your professional career?
    • Senior level/management.

  • What is your annual income?
    • 130,000.

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

  • Where do you want to receive the service from the advisor?
    • Online only (not in person).

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

  • Preferred schedule.
    • Afternoon (3:00 PM - 6:00 PM), early evening (6:00 PM - 9:00 PM).
Service preference: Quality/price ratio.
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