Hire the Best Financial Services Freelancers in Massachusetts

I am offering complete financial audits, information on company financials for investors, along with valuable tax and financial planning advice Most my clients are in personal financial planning. I have experience with investments in ETFs, mutual funds, select outperforming stocks, and cryptocurrency. I will base your risk tolerance off your age, income, and other risk factors. I offer active and passive strategies.

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I currently have a huge passion for anything finance! I love making spreadsheets for budget planning. I have gotten really good at Budget Analyzing finances for other individuals and helping them take strides towards saving and planning for the future. Not only do I understand how important having a set budget is professionaly, but I also know how crucial it is PERSONALLY! I have experience with Life Insurance in the State of Massachuesetts, as well as I am a Notary Public for the State of Massachusetts. Aside from finance, I also enjoy writing! About ANYTHING! Wether you need someone to create a easy to use Budget Spreadsheet, review your finances, notarize a document or write an article, I am happy to help!

My professional experience includes ten years working on growth and client communication projects for financial advisors. I majored in accounting and finance at SNHU and completed the PowerMBA program in 2022. I also have a successful track record as a business and financial coach. My freelance writing career has spanned over three decades, starting with article submissions to small local newspapers and evolving into online writing with oDesk, the company that eventually became Upwork. I have a five-star rating and several references you can review here. Please message me if you're in need of any of the services I offer. My turnaround time is 48 hours for writing projects under 3,000 words and my fixed rate is 20¢ per word. I have an hourly rate of $75 posted here because Upwork requires it, but I prefer fixed rate projects.

Strategic financial support for advisors, investors, and entrepreneurs I provide investment research, valuation, and consulting services tailored to help you make confident, informed decisions. From deep-dive equity analysis to operational support, I bring clarity and precision to every engagement.

As full time financial analyst, I have learned skills that have made me a dependable candidate for many different tasks and job. I have a long-standing background in customer service and sales, I am also Microsoft excel certified and fluent in other Microsoft products. I am well experienced in organization and planning as well. I am eager to take on any tasks given to me and ready to complete them to the best of my capabilities.