Financial advisor for general financial planning, planning - Kissee Mills, MO, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Kissee Mills, MO, United States

3 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Kissee Mills, MO:
  • 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?
  • Retirement is approaching

  • What is your annual income?
  • More than 75,000 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, home purchase

  • Where do you want to receive the service from the advisor?
  • At the advisor's office

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

  • Preferred schedule
  • Morning (08:00 - 12:00)
Service preference: Quality/price ratio'

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