Financial advisor for general financial planning, estate planning - Mine La Motte, MO, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Mine La Motte, MO, United States

1 month ago

Jessica Williams

Posted by:

Jessica Williams

beBee Recruiter


Freelance
Description
I am in need of a Financial Advisor with the following characteristics in Mine La Motte, MO:
  • 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?
  • Senior level / management

  • What type of financial assistance or planning do you need from the advisor?
  • General financial planning, 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 date or approximate dates to start
  • In the next few days

  • Preferred schedule
  • Afternoon (3:00 PM - 6:00 PM), early evening (6:00 PM - 9:00 PM)
Service preference: Quality/price ratio.

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