Financial advisor for retirement planning - Samsula-Spruce Creek, FL, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Samsula-Spruce Creek, FL, United States

2 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
"Reviewing pension data in Samsula-Spruce Creek, FL
  • 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?
    • Retired.

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

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

  • Please indicate the approximate date(s) to begin.
    • In the next few days.

  • Preferred schedule.
    • Midday (12:00 - 15:00).

    Service preference: Quality/price ratio."
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