Financial advisor for wealth planning - Meridian Village, CO, United States - beBee Handyman

Description

Meridian Village, CO is seeking a financial advisor to help manage and organize their finances. The individual has multiple rental properties and is looking to increase their income.

Due to health reasons, they are unsure about their future employment situation and need assistance with evaluation and potential changes.

The individual is uncomfortable with their current financial situation and is at a mid-level in their career. Their annual income is less than 12,600 euros and they are seeking help with estate planning.

The service can be conducted online or over the phone and the individual is flexible with start dates and prefers midday or early evening appointments.

Their main preference for the service is a good quality-to-price ratio.