Financial advisor for general financial planning, analysis, and advice - Stiles, PA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Stiles, PA, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am a 20-year-old university student currently living with my grandparents and receiving a monthly orphan's pension. I am interested in long-term investments, such as ETFs, bonds, and high-yield savings accounts. I am seeking guidance to better manage my finances and maximize my returns.
  • 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?
    • Student with orphan's pension

  • What is your annual income?
    • Less than 12,600 euros per year

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

  • Where would you like to receive the service from the advisor?
    • At the advisor's office, online, or over the phone

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

  • Preferred schedule
    • Late afternoon (6:00 PM - 9:00 PM)
Service preference: Quality/price ratio'
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