Financial advisor for investment analysis and advice, planning - Dresden, TN, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Dresden, TN, United States

3 weeks ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I am looking for advice on short, medium, and long-term investments in Dresden, TN.
  • 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?
  • Senior level/management.

  • What is your annual income?
  • Between 25,000 and 35,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • Analysis and advice on investments, wealth planning, investment funds.

  • Where do you want to receive the service from the advisor?
  • At 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: Quality/price ratio.

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