Ha Truong - Financial Professional
Ha Truong - Financial Professional

Ha Truong - Financial Professional

contact for price

Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: This is how I can help you out of your current financial situation or planning for the future: • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives • Provide Fixed Products, such as Life Insurance, Long-term care and Annuities to protect client assets and grow the net worth of the respective portfolios • Monitor and forecast financial market trends to ensure that plans are effective, and to identify any necessary updates • Build and maintain client bases, and keeping current client plans up-to-date I take pride in helping people create a sound strategy for the future focused on reducing debt, saving money, and protecting those things that are most valuable to you and your family. Knowing how money works can positively impact just about every area of your life. I would love to be the one that show you step by step how to reach financial freedom. If this is something you would like to learn more, don't hesitate to contact me right away!
Overview

Hired 2 times

Background checked

Payment methods

Ask this pro about their preferred payment method.

Social media

Facebook

Featured Projects

1 photo

Reviews

Customers rated this pro highly for professionalism, responsiveness, and punctuality.

5.0

2 reviews

5
100%
4
0%
3
0%
2
0%
1
0%


pro avatar
Jose V.
Nov 14, 2017
Ha is diligent, knowledgeable, and very helpful in all areas of personal finance. She helped me learn about several portfolio investment options without any urgency or pressure to have me make a choice. She helped me select an appropriate investment option that works for my needs and budget. I highly recommend her for anyone getting into investment options and personal finance planning. I'll definitely work with her again soon.
pro avatar
Jose V.
Nov 14, 2017
·

Hired on Thumbtack

Hired on Thumbtack

Ha was on time, professional, and had the answers to all of my questions. I liked that she was really excited to share so much new information with me so that I could learn about how investment portfolios worked.
Personal Finance Instruction
Credentials
Background Check

Ha Truong

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    The service is free! Just bring yourself, any questions related to finance that you have in mind and I will do the rest!

  • What is your typical process for working with a new customer?

    Tell me your story and I can provide you with different portfolio investment plans that are suitable for you. The choice is on you with no rush or pressure! Your problem can be solved within one meeting, or you can chose to sleep on it until our next appointment.