Best legal & finance professionals

Betsy (Mz. Bee) White

File My taxes

Book a meeting with me for 60 minutes! We will prepare your return and review options for Refund Advance if you desire.Please bring all documents with you to this meeting rather its via Zoom or in person.Please use the below link to to submit all of your documents prior to our meeting if possible:https://prod.d36vzp9vxgj5wy.amplifyapp.com/?settingsId=cd161581-3d6a-4256-97df-a007b183b7d5&store_association_criteria=round-robinThank you and I can't wait to meet you!!!!!

Martine Veltman

IB aangifte meeting 30 min.

Richard S Anderson

Power of Attorney and Will Appointment

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.

Aura Trejo Almazan

Modalidad 40 Retroactiva

Reunión de 30 minutos Modalidad 40 retroactiva, Maximiza tu pensión!Aura Trejo AlmazánEspecialista Modalidad 40 Retroactiva yTrámites IMSS PensionesTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Gatitters

Adoptantes LCT

¿Qué te ofrece esta asesoría?Videollamada de 60 minutos aprox.Análisis profundo del caso.Informe con pautas personalizadas según tu caso.Seguimiento de 3 semanas vía Email - Whatsapp.

Michael Glowacki

Intro to R&D Tax Credits - 10 to 20 minute Call

In this introductory call, I will simplify the Research and Development [R&D] Tax Credit and help you understand how your business may qualify to receive it. My team will do all the hard work of preparing the Research & Development Tax Credit Study on the front end, and we can work together hand in hand with your CPA to amend and file the necessary documents.My responsibility is to make the process straightforward for you to understand so you can focus on doing what you do best – running...

Ranjith Sasi

Let's talk finance !!

"Let's talk" is a quick 10-15 call designed such that we can have a quick chat, get to know each other and quickly touch on the basic foundation of personal finance and how we can help YOU reach your financial goals through financial planning, budgeting and continuous education on building and retaining wealth.

Joseph

Fixed-Income Investment

The purpose of this meeting is to introduce you to our fixed-income investment solutions.

Consumer Interest First

15 Minute Meeting For Free Zoom Consultation

Unlock the path to financial freedom with a complimentary 15-minute Zoom consultation focused on credit restoration. With over 6 years of experience as a credit repair specialist, I provide tailored solutions for:- Restoring credit reports to their rightful status- Negotiating with debt collectors to alleviate financial burdens- Resolving consumer-related disputes and challenges- Navigating complex issues such as medical bills, evictions, and identity theftIdentity theft can be a daunting experi...

Jamie Corby

30 Minutes

Join us for a focused 30-minute session to kickstart your financial strategy. In this meeting, we'll:Clarify Objectives: Deep dive into your financial goals and challenges.Discuss Solutions: Explore strategies tailored to your needs.Plan Next Steps: Outline immediate actions.We look forward to this session as an opportunity for our existing clients to refine strategies, address any new challenges, and ensure we're maximizing the value of our ongoing partnership.

Matt Schuberg

Welcome Call

On this call, we'll discuss what's included in your financial plan and answer any questions you have. We'll call you at the phone number provided at the scheduled time.

Dawn Franklin

Annuity/Retirement Service

Book a 15 minute meeting with me! Discovery call to get information and assistance in setting up an annuity or retirement account.

Adam Fernandez

Business Discovery Call

Whether you're looking to bring financial education to your community or you're committed to growing your brand through a partnership, thanks for your interest in working together!Let's discuss your organization's needs and how I can support them.Free call. No gimmicks. No obligations.

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

The Savvy Accountant®

Catch Up Client Call!

Please schedule this call as soon as possible.Now that I’m returning from sabbatical, I’m opening a limited number of spots to reconnect with my community and support business owners who want clarity before tax season.Whether you’re a past client, someone I’ve spoken to before, or you’ve just been quietly watching from the sidelines — this call is your chance to get personalized guidance on your next steps.I’d love to talk through where you are, what you’re working on, and how I can help you mov...

Joseph

Precious Metals Investment Review Meeting

This is about exploring the idea of investing in precious metals. You will learn about SWP, Strategic Wealth Presrvation company based in the Cayman Islands.You will learn how to open an account, start investing, where to keep your assets, and how to sell them in the future if necessary.

Fanny Snaith

Power Hour

Power Hour: 60 minutes to solve one money problemA confidential 60-minute session with Fanny Snaith to help you make a clear decision and take clean action on a specific financial issue.This is for you if you have been avoiding your finances, feel behind, or simply want an expert set of eyes on one problem so you can move fast.Examples of what we can solve in a Power Hour:Debt vs investing: what to prioritise next, and whyCashflow chaos: organising your money so it actually behavesBudget reset:...

Somchay Nachampassack (Narich conseil)

6/ RDV de présentation Inovéa : 1h30

C’est le moment de découvrir l'opportunité Inovéa.

Brittney Brock

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA? Before you do anything, it's important to understand all the places you can place money and how they work. I encourage you to schedule an educational Asset Allocation Meeting with me to talk about those buckets.

Olivia Hernández Monroy

Asesoría Préstamos IMSS

Hola has sido reservado una reunión para recibir un préstamo IMSS.Olivia Hernández MonroyEspecialista Péstamos IMSSTelefono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975