Financial advisor for general financial planning - Segundo, CO, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Segundo, CO, United States

1 day ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter
Freelance
Description
Interested in:
- Reviewing 2022 tax return with an expert to ensure the best results are obtained
- Reviewing pension plans and exploring better options
- Ensuring eligibility for housing renovation subsidies
- Preparing the best options for the 2023 tax return
  • How do you feel about managing and organizing your finances?
    • I need expert advice and guidance to maximize my financial resources.

  • What stage are you at in your professional career?
    • Senior level/management

  • What is your annual income?
    • Between 50,000 and 75,000 euros per year

  • What type of financial assistance or planning do you need from the advisor?
    • General financial planning, retirement planning, tax planning, tax return preparation, investment funds, 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 date or approximate dates to begin
    • In the next few days

  • Preferred schedule
    • Late afternoon (6:00 PM - 9:00 PM)
Service preference
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