Financial advisor for retirement planning, tax planning - Toco, TX, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Toco, TX, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
'Looking for a Financial Advisor in Toco, TX with the following characteristics:
  • 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 is your annual income?
    • Between 50,000 and 75,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
    • Retirement planning, tax planning, income tax filing, estate planning

  • Where would you like to receive the service from the advisor?
    • At the advisor's office

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

  • Preferred schedule
    • All day
Service preference: Quality/price ratio'
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