Financial advisor for investment analysis and advice, planning - Harrison, GA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Harrison, GA, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
I am seeking advice on investment credit, particularly in real estate, in Harrison, GA.
  • 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?
    • Retired.

  • What is your annual income?
    • Between 25,000 and 35,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
    • Investment analysis and advice, estate planning, home purchase.

  • Where do you want to receive the service from the advisor?
    • Online or by phone.

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

  • Preferred schedule.
    • Morning (08:00 - 12:00), noon (12:00 - 15:00), afternoon (15:00 - 18:00), early evening (18:00 - 21:00).

    Service preference: The best quality.
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