Financial advisor for general financial planning, analysis, and advice - University Gardens, NY, United States - beBee Handyman

Description

I am in need of comprehensive wealth management guidance. I have a series of financial assets (stocks) that I would like to transfer towards the acquisition and/or purchase of a home, and I would like to receive advice on how much capital to move and how to do so according to my 5-year plans.
I come from a humble family where saving has always been a priority, but I lack a solid foundation in wealth management.

How do you feel about managing and organizing your finances?

I am comfortable, but I want to improve.

What stage are you at in your professional career?

Higher education/management level.

What are your annual income?

More than 75,000 euros per year.

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

General financial planning, investment analysis and advice, investment funds, home purchase.

Where do you want to receive the service from the advisor?

At the advisor's office, online, or by phone.

Indicate the approximate date(s) to start.

I am flexible.

Preferred schedule.

All day