Financial advisor for general financial planning, estate planning - Salem, AR, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Salem, AR, United States

3 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
Good afternoon,
I am looking for an advisor to guide me on how to manage my savings, taking into account my situation.
Thank you.
  • 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 are your annual earnings?
  • 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, estate planning, home purchase.

  • Where do you want to receive the service from the advisor?
  • At the advisor's office, online, or by phone.

  • Please indicate the approximate start date(s)
  • I am flexible.

  • Preferred schedule
  • Midday (12:00 - 15:00).
Service preference: Quality/price ratio.

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