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Accounting, Business & Legal Consultation with Andrew M.

5.0 · 57 reviews

Accounting, Business & Legal Consultation with Andrew M.

5.0 · 57 reviews

The client receives guidance on the basics of investing, investment strategy, investment selection, and/or related topics in an informal Q&A learning session. Follow up research, analysis, and recommendation services are available upon request.
Get personalized advice on:
Business Consulting Financial Analysis & Valuation Financial Forecasting Personal Finance & Wealth Management Online Financial Trading investment preparation investment strategies

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Andrew M.Status: Offline

About Andrew

Andrew M.Status: Offline
Investment Research Consultant
100% Job Success
5.0  (57 reviews)
Orchard Park, United States - 7:12 am local time
Investment industry veteran with 25 years experience as an Equity Research Analyst and Portfolio Manager.

I enjoy working with like-minded professionals on unique projects and strive to add value to my clients' processes. I specialize in providing support to investment groups and private DIY investors through education and ongoing guidance. My skill set includes:

- Stock Market Research
- Stock Recommendations
- Portfolio Modeling (ETFs, Funds, Stocks/Bonds)
- Global Economic Analysis
- Blog/Newsletter/Website Content
- Investment Committee Support
- Other Customized Solutions

^ 5% of my Upwork earnings are donated to the Pancreatic Cancer Action Network (pancan.org) in memory of my Dad.

What to expect

Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
    Before the consultation

    Here’s what Andrew will need to know before you meet

    1. Please share a bit about your investment experience and what you'd like to accomplish.
    Rating is 5.0 out of 5.
    (57)
    5 stars
    98% Complete
    (56)
    4 stars
    2% Complete
    (1)
    3 stars
    1% Complete
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    KH
    Kevin H.
    5.0
    Sep 12, 2025
    MA
    Martha A.
    5.0
    Dec 23, 2024
    A very friendly and experienced investment adviser
    MC
    Martin C.
    5.0
    Dec 13, 2024
    MC
    Martin C.
    5.0
    Dec 9, 2024
    Great first meeting. Andrew is very knowledgeable, and easy to work with. Will continue working with him.
    EA
    Erik A.
    4.9
    Aug 31, 2023
    Andrew was thorough and was able to quickly identify the critical points related to my concerns. I recommend him for further jobs