Financial advisor for life insurance review - Shasta Lake, CA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Shasta Lake, CA, United States

3 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Shasta Lake, CA:
  • 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?
  • Executive

  • What is your annual income?
  • Between 12,600 and 18,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
  • Review of life insurance

  • Where do you want to receive the service from the advisor?
  • At the advisor's office

  • Indicate the date or approximate dates to start
  • Within 1 month or more

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

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