Financial advisor for investment analysis and advice, funds of - Chloride, AZ, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Chloride, AZ, United States

4 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
Good afternoon to whom it may concern,

I am looking for financial advice in Chloride, AZ. I am not entirely clear on my objective, but I would like to make my savings profitable or learn how to do so, and improve the way I budget on a monthly basis.
  • How do you feel about managing and organizing your finances?
  • I am comfortable but I want to improve them.

  • What stage are you at in your professional career?
  • Beginner / junior

  • What are 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?
  • Analysis and advice on investments, investment funds, and home buying.

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

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

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

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