Financial advisor for general financial planning - Manilla, IA, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Manilla, IA, United States

1 day ago

Jessica Williams

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Jessica Williams

beBee Recruiter
Freelance
Description
I am self-employed with my father in a company of 6 workers in Manilla, IA. I need to learn how to increase my assets without wasting the ones I currently produce. I want to change my financial habits to become more profitable.
  • 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?
    • Senior level / management

  • 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, retirement planning, estate planning, investment funds

  • 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
    • In the next few days

  • Preferred schedule
    • Late afternoon (6:00 PM - 9:00 PM)
Service preference: Best quality.
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