1, financial planning: financial consulting companies will help customers analyze their personal financial situation and formulate financial planning and investment strategies to achieve financial goals and maximize wealth appreciation.
2. Investment consultant: Financial consulting companies can provide investment advice to customers, including investment product selection, risk assessment, income expectation, etc. And tailor the investment portfolio according to customers' needs and risk preferences.
3. Financial analysis: Financial consulting companies can give specific financial suggestions by analyzing customers' financial data, such as debt management, tax optimization and retirement planning.