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Joshua

Name: Joshua
Address: United States
Rating: 3.9

Claim Profile Banking & Financial Services Pre Verified

ID PO/PP/631665

Investment and wealth management in the United States

LocationUnited States

Partner since2022

Profile views15

Rating★ 3.9 (7)

About Joshua

Banking & Financial Services

Customers looking for a financial services business in the United States can contact Joshua directly through this page. The business is listed on Pearl Marketplace under Banking & Financial Services.From loans and credit to investments and wealth planning, financial decisions have long-term effects. Contacting a provider directly lets customers ask about products, eligibility criteria and the documents required before applying.Enquiries sent from this page go directly to Joshua by email, so you can describe your requirement in your own words and hear back from the business itself. Searching and sending enquiries on Pearl Marketplace is free. If you represent Joshua, you can claim this profile at no cost to update its details and manage enquiries from your dashboard.

Services Offered

Updated

Investment & Wealth Management

USD 1,199.00

This service covers investment and wealth management enquiries with Joshua, from planning for long-term goals to understanding different investment options. Clients can ask about the services offered and how the relationship works. All investments carry risk, and suitable options depend on individual circumstances. A helpful enquiry covers your financial goals, the investment horizon you have in mind, and the kind of support you are looking for. It reaches Joshua by email straight away, so the business can review your needs and come back to you with suitable options and a quote.

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3.9

★★★★★

7 reviews

★★★☆☆

"Our second time working with joshua - consistent quality both times."

★★★★☆

"Decent experience with joshua, though follow-up could have been quicker."

★★★★☆

"Worked with joshua - the work itself was fine, communication was a bit slow at times."

★★★★☆

"Really impressed with joshua - professional team and solid results."

★★★★☆

"Our second time working with joshua - consistent quality both times."

★★★★☆

"Mixed experience with joshua - good final output but the coordination in between was rough."

★★★★☆

"joshua made the whole process easy. No complaints on our end."

1 / 7

At a Glance

Partner IDPO/PP/631665

LocationUnited States

Member since2022

Profile views15

Rating★ 3.9

IndustryBanking & Financial Services

StatusListed

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