Doradca finansowy jest specjalistą w dziedzinie finansów. Jego zadaniem jest merytoryczna pomoc i wsparcie w kwestiach zagospodarowania bieżących aktywów, decyzji emerytalnych oraz ubezpieczeniowych. Z usług doradcy finansowego można również skorzystać podczas starania się o uzyskanie pożyczki czy kredytu, w tej sytuacji doradca pomoże w skompletowaniu odpowiednich dokumentów oraz w wyborze najkorzystniejszej oferty.
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