Homeslyst  /  Home Service  /  Tax Preparation  /  Jorge Rivera, Financial Coach

Jorge Rivera, Financial Coach | Lakeland, FL

  • Total Hires: 3 times
  • Service Area: Lakeland, FL
  • Team Size: 1 employee
  • Business Duration: 15 years
Jorge Rivera, Financial Coach

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Apple Pay
  • Cash
  • Check
  • Credit Card
  • PayPal
  • Venmo
  • Zelle

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • Life insurance review
  • Investment review
  • Tax planning
  • College planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds
  • Home purchase

Work location

  • I work remotely (phone or internet)
  • My customers travel to me
  • I travel to my customers

About

My name is Jorge and I have a passion for helping others in finance and the challenges that people face with managing their money.

If hire me you will not regret it, as I will provide you with the necessary tools and advice to be successful with money.

I can provide you with valuable insight and teach you about the following:

Budgeting

Getting out of debt

Saving for retirement (401K/IRA/Roth IRA/Pensions)

Saving for kid’s College fund

Buying a Car

Buying a House (when should you purchase a home, how much you can afford, type of loan you should take)

View More

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Jorge Rivera
    • Completed on 12/15/2021

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