Financial advisor for general financial planning - Brewton, AL, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Brewton, AL, United States

1 month ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
My husband is Dutch and I am Spanish, and we need to consult several things about double taxation, pensions, etc. in Brewton, AL.
  • 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?
  • Retirement is approaching.

  • What are your annual income?
  • Between 35,000 and 50,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • General financial planning.

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