Financial advisor for general financial planning, analysis, and advice - Home, KS, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Home, KS, 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 Home, KS:
  • 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 type of financial assistance or planning do you need from the advisor?
  • General financial planning, investment analysis and advice, tax filing, estate planning, home purchase

  • Where do you want to receive the service from the advisor?
  • At the advisor's office, online, or over the phone

  • Indicate the approximate start date(s)
  • I am flexible

  • Preferred schedule
  • All day
Service preference: Quality/price ratio.

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