Financial advisor for retirement planning, analysis and advice on - St. Marys, KS, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
St. Marys, KS, United States

3 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I am a 22-year-old individual from St. Marys, KS. I currently have investments in peer-to-peer lending platforms and Estate Guru, but I am interested in investing in ETFs or other recommended options. I do not have much knowledge in this area, so I would like to have a financial advisor/supervisor.
  • 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?
  • Beginner / junior.

  • What are your annual income?
  • Less than 12,600 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • Retirement planning, investment analysis and advice, tax declaration, investment funds, home purchase.

  • Where do you want to receive the service from the advisor?
  • Online service only (not in person).

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

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

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