Best legal & finance professionals

Traction Bookkeeping, LLC

Discovery Call

During this complimentary Discovery Call, we'll discuss your bookkeeping needs and determine the best way I can support you.To ensure we make the most of our time together, please answer all required booking questions when scheduling your call.This complimentary Discovery Call is reserved for new clients only. If we've already had a Discovery Call together, I'd love to continue the conversation! Please book a Paid Consultation for follow-up questions, bookkeeping advice, QuickBooks guidance, or...

Jacques Jean-Baptiste, MBA

Final Expense / Life Insurance Quote

Looking for expert guidance for Life insurance or Final Expense Coverage? I specialize in providing tailored solutions for individuals and families.  Schedule a call with me to see what you may/may not qualify for!Jacques Jean-Baptiste, MBANPN#: 3307333President / National Field UnderwriterJean-Baptiste Consulting Agency, LLCPhone: (631) 268-5545Business Card: https://dot.cards/jbcaWebsite: https://jbaptiste.myverifiedadvisor.com Press Release

John Sim

Complimentary In-Person Consultation (60-min)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions you may have.It is to help you understand how a professional estate planner can assist in the planning of your estate plans, to understand the pros and cons of distributions you make and to recognise some blind spots in your initial plans.

Empress Josephine

Estate planner appointment setter

Looking for an easy way to earn some extra cash? Check out https://epdocuments.com. No experience or selling required. Just set up a call with potential clients and explain our services. And when our team close the lead , you'll earn a generous $200 commission. We provide training and marketing materials to ensure your success. Start earning today!

Liz Galvan

📜 15-Minute Consultation / Consulta de 15 Minutos

🇺🇸 EnglishHave questions before getting started? We’ll go over the document preparation service you’re interested in, what’s included, what information you’ll need, and the next steps to get started.Services Available:Revocable Living Trust PackageEssential Will PackageNevada Property Deed PreparationPower of Attorney PackageIndividual Power of AttorneyNevada Homestead DeclarationDISCLAIMERI AM NOT AN ATTORNEY IN THE STATE OF NEVADA. I AM NOT AUTHORIZED TO GIVE LEGAL ADVICE OR LEGAL REPRESENTATI...

Servicios RR Asesoría y Consultoría SL

RENTA: Reunión de 30 minutos

Reserva tu sesión para la rentaNos encantará reunirnos contigo durante 30 minutos para recoger toda la información necesaria y asegurarnos de que aproveches al máximo las ventajas fiscales disponibles.📅 Al reservar, recibirás un email con el enlace de Zoom y un recordatorio 30 minutos antes de la cita. Si prefieres una llamada telefónica en lugar de Zoom, indícalo al hacer la reserva.⌛ Somos puntuales, pero podemos esperar hasta 10 minutos. Si no puedes asistir, por favor cancela o reprograma...

Lela Randle-Wells, EA

Discovery Call

This call is to discuss your business needs & desires for your company and yourself and how I can help you reach those goals.

Bakir AlAni

15 Minute Free Consultation "No Obligation"

Schedule a complimentary 15-minute consultation with one of our TaxTechFS professionals. During this call, we’ll review your situation, answer your questions, and outline how our services can best support your personal or business tax goals.Whether you’re looking to file taxes, plan for the upcoming season, or discuss business compliance and bookkeeping, this session is designed to give you clarity and next steps — at no cost or obligation.

Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare, nachvollzieh...

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...

Caroline

15 minutes pour faire connaissance

Prenons 15 minutes pour que l'on fasse connaissance et initier votre parcours vers vos objectifs.

Personalized Finances LLC

Free 15 Minute Consultation! - Zoom

Book a Zoom call with me!

Easy Mortgage Prequal

20 Minute Meeting

Book a meeting with me for 20 minutes!-Booking a meeting is Easy, like the conversation we’ll have. If you prefer a live video call, we can do so as well. This meeting is for you so please ask any questions you may have. We will start with an introduction and ultimately get you prequalified.This Meeting Includes:Birds eye view of your home buying goal.Current Financial OverviewPreQualifying RoadmapFirst and Second StepsHome Search StatusWhat We Do for You.Q&ATalk with you soon,EasyMortgagePr...

Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

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