Best legal & finance professionals

Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Wendy González - Comercial Bosstic

Black Sheep - Descubre el Sistema Exclusivo para Modelos Webcam

Descubre el Sistema Exclusivo para Modelos WebcamAyudamos a modelos webcam a que dejen de perder su ganancia pagando impuestos con la estrategia.“BLACK SHEEP TAXES”

Sanjev Kainth

Tax planning meeting - 60 Minute Zoom Meeting

Book a meeting with me for 60 minutes.

Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

Luntadila Paulo, CPA, MBA

Accounting + CFO Advisory Call (30-Minute)

Book this call if you want clean monthly numbers and CFO-level guidance to run your business with confidence.We’ll review what’s working, what’s unclear, and what support would help most: bookkeeping/accounting, reporting, cash flow, and decision-making.To learn more about our accounting services, visit our website by clicking here!Follow us on social media using the handle @yetoadvisory

Anthony Pallarca

Follow Up | 2nd Meeting

MYLERO Patrimoine by Alexandre HUMBERT

Rendez-vous - Découverte Clients

Ce rendez-vous nous permet de se présenter mutuellement et découvrir votre situation actuelle mais surtout vos projets, vos souhaits et vos objectifs de vie.Ce rendez-vous important est un pré-requis à la présentation de toute stratégie patrimoniale personnalisée.

Phyllis Krieger

30 Minute FREE Virtual Consultation

I look forward to meeting with you and seeing how I can help you have a more secure financial future.

Enrico Kalinka | Peak Finances

Kennenlernen / Get to know us

Willkommen zu unserem Kennenlerngespräch.Hier soll es vor allem darum gehen, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs...

Richard S Anderson

General Notary Work

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

Die MPU Berater - Sicher durch die MPU

Kostenloses Erstgespräch (Online oder Telefon) zur MPU Vorbereitung in Heidelberg/Mannheim

Wir melden uns gerne bei Ihnen für ein kostenloses Erstgespräch!Nutzen Sie unser kostenloses Erstgespräch, um zu erfahren, wie Sie sich optimal auf die MPU vorbereiten können! Besprechen Sie mit einem ausgebildeten Verkehrspsychologen (m/w/d) alles Wichtige für Ihre MPU. Sie erhalten einen kompletten Überblick über die weiteren Schritte, die möglichen Kosten und alles, was zum Bestehen der MPU in Ihrem Fall wichtig ist.Wenn Sie uns lieber persönlich anrufen möchten, erreichen Sie uns unter der k...

Reed

California Asset Protection Meetings

These appointments are for either initial or follow up meetingswith business owners and professionals who are going through the risk analysis process as discussed in my book or webinars.

Abogada Susana Diaz

ASESORIA DE VISA

¡Reserva una asesoría conmigo durante 15 minutos!Mediante una llamada resuelvo tus principales dudas respecto a tu proceso de VISA o migratoriosRecuerda que esta llamada es para personas que NO TIENEN familia directa en Estados Unidos (mama, papa, hermanos, esposo, pareja, novio u hijos) NUNCA has estado en los Estados Unidos regular o irregularmente y si NUNCA te han negado una visa esta es tu asesoría

Carlos J. Ruano

Consulta simple presencial o telefonica

Reserva consulta para cualquier duda legal concreta.

Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...