Certified Financial Advisor with Fiduciary Responsibility


$100.00
Hourly: $100.00 - $150.00

I am looking for a Certified Financial Fiduciary for a fee-based project to analyze my finances and provide financial advise on investment portfolio re-balancing plus timing of roll-over of 401 K to Roth. ONLY want advisors in USA with fiduciary responsibilty and FEE-BASED.

Keyword: Project Consultant

Price: $100.0

Investment Strategy Financial Analysis

 

Attorney to Review Pre-Drafted Business Documents and Provide Legal Advice

Hello, I am looking for an experienced attorney to review agreements, letters, policies, and other business-related documents that have already been drafted. Your role will be to: + Review the drafted documents for legal accuracy and completeness + Suggest edits or revi...

View Job
CPA Needed: Small Business 2024 Filing and Software Migration

Hi, I am looking for a CPA to help me reconcile past ledgers for 2024 filing. We are a small team of consultants that help US businesses build custom offshore teams in contract, part time and full time job capacities. We mostly specialize in Latin American talents. This...

View Job
Need to Ask US Lawyer a trademark question

I am seeking a practicing intellectual property lawyer to ask a -related question (via Upwork message) regarding the legality and risks (or lack thereof) regarding using a generic term for a product with an trademark. More details will be provided to hired applicant. Pl...

View Job