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財務規劃:客戶滿意度調查-陳旭廷先生

陳旭廷先生是中廣理財生活通聽友,目前已退休。過去陳先生手上購買了相當多的金融工具,後來在節目中聽到邱老師對財務規劃的觀念後相當認同,因此,特地北上針對家庭財務規劃做一完整的盤整

以下是陳先生在宏觀財務專業顧問的協助下,完成整個家庭財務的完整分析及規劃執行後,對本次專業規劃的評價:
      
壹、滿意度調查:

貳、客戶見證分享:




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