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

Anthony Pallarca

Follow Up | 2nd Meeting

Chris

Schedule

I look forward to connecting with you.This isn’t a sales call.No pitch deck. No pressure.Just a conversation to see what makes sense.In our conversation, we’ll typically cover:How your finances are currently handledWhat feels unclear or heavier than it shouldWhether bookkeeping, payroll, or both make senseWhat a clean next step could look likeNo preparation required.

Dr. Breanna BOSS James

Complimentary 30-Minute Strategic Planning Session

Complimentary 30-Minute Strategic Planning SessionLet’s take the guesswork out of life insurance together.During this free 30-minute session, we’ll discuss your current needs, explore the right coverage options for you and your loved ones, and create a personalized strategy to help you build financial security and peace of mind.Whether you're just getting started or reviewing existing coverage, this session is designed to give you clarity and confidence. Book your session today!

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...

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.

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!

Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover Call During this video call, we will discuss the services you are looking for and explore how we can assist you.It will also help us determine if we are a good fit to work together.Patricia CTurning Pt BookkeepingNo-Show Policy for Paid Meetings: Clients who do not attend their scheduled meeting and fail to provide at least 24 hours' notice will forfeit the meeting fee. No refunds, rescheduling, or credits will be issued for missed appointments without the required...

Dani Trujillo

Finance Tips&Tricks!

Book a meeting with me for 60 minutes to talk about your life finances and the strategies there are out there that could work for you :)Ps:[Don't forget to book your local and correct time zone when booking a slot. It's right above the calendar :)]

Keana Spencer

60 Minute Meeting

This 60-minute session is designed to provide personalized guidance based on your unique goals, questions, or challenges. Whether you need strategic insight, financial clarity, tax direction, or general support—this time is yours to use how you need it. Once booked and paid, you'll receive a link to schedule your session.

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.

Marck Muñoz

Asesoría Financiera con un Especialista Certificado (CNSF / SHCP)

Sesión Estratégica ALLZ | Protección e Inversión InteligenteRevisamos tu situación y definimos la mejor estrategia en:• Seguro de Gastos Médicos Mayores • Plan Personal para el Retiro (PPR) • Seguro de Vida • Inversiones inembargables • Seguros empresariales y patrimonialesTe llevas claridad sobre qué contratar, cuánto aportar y cómo estructurarlo correctamente.Duración: 30–60 minFormato: Videollamada por Google MeetProtege hoy lo que tanto te ha costado construir.

Enrico Kalinka | Peak Finances

Sparen mit physischen Edelmetalle

Transparent. Unabhängig. Individuell. - Investieren wie die oberen 1 % in DeutschlandIn diesem Termin erfährst du, wie du mit Edelmetallen wie Gold, Silber & Technologiemetallen gezielt Vermögen aufbauen und absichern kannst. Wir sprechen über die Vorteile physischer Edelmetalle, sinnvolle Einstiegsstrategien und langfristige Konzepte.Anhand der Lösungen von Golden Gates zeige ich dir, wie du Edelmetalle flexibel kaufen, per Sparplan investieren und sicher lagern kannst. Ziel des Gesprächs i...

Andrea Cruz - Visalex Consulting

Consulta extranjería

¿Tienes dudas sobre tu situación legal en España?En esta consultoría recibirás asesoramiento específico sobre tu caso, con información clara sobre qué trámite puedes hacer, los requisitos que debes cumplir y cómo iniciarlo correctamente.El precio de la consulta es de 50 Euros* (Iva incluido) que deberá abonarse como mínimo 24 horas antes de la consulta. *El importe de la consulta se descontará del precio del trámiteTemas que puedes consultar:Arraigos (social, sociolaboral, socio formativo, fami...

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.