Best legal & finance professionals

Luke Johnson

Coverage Meeting

In this Meeting we will discuss your personal and commercial needs. We will review your current policies and if needed customize your insurance for what you are comfortable with.I will call you within 5 minutes of your scheduled time.

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.

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

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.

Piero Di Bello

Prenota la tua Consulenza Gratuita

Proteggi la tua Famiglia e la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazione...

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.

Steve Klinenberg

Fractional CFO Intro session (45 minutes)

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 45 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Marck Muñoz

Diagnóstico Financiero Privado 360°

Sesión Estratégica ALLZ | Protección e Inversión InteligenteEn esta sesión revisaremos tu situación financiera actual y detectaremos si tiene sentido crear una estrategia para retiro, inversión o protección. Primero entendemos tu caso. Después te doy una recomendación clara y personalizada según tu objetivo.

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...

SANDY OSEI

Free Comprehensive Financial consultation

A complimentary 60-minute consultation designed to help you gain clarity on your financial goals, retirement planning, wealth-building strategies, and income protection. Leave with actionable insights and a clearer path forward.

Llévame a Canadá 🇨🇦

Strategy Session - Clients Outside Canada (55 minutes)

EspañolEsta cita es para personas que residen fuera de Canadá y desean conocer su elegibilidad para los diversos programas de residencia temporal o permanente.También puede reservar esta cita si es un Residente Permanente que necesita discutir próximos pasos para aplicar a ciudadanía canadiense ó patrocinio de familia (sponsorship). ¿Qué se incluye en esta cita? 1. Evaluación profunda de tu elegibilidad para programas migratorios vigentes2- Te indicaremos cuáles son las fortalezas y debilidades...

Anastasia Mironova, Notary Public

30-Minute In-office Notarization Appointment (for Multiple Documents or Multiple Signers)

Please schedule this appointment if you have multiple documents to notarize.Please check in at the front desk after arrival.We accept cash, major credit & debit cards.$15 per signature for Jurat, Acknowledgment, Oath or Certified copy of Power of Attorney.Apostille -$199 per apostille ($100 each additional).US Military Veterans Notarization - FREENotarization of signatures for vote my mail ballot -FREEPlease make sure your documents have NO blank spaces!If you have any questions or the front...

Amanda Olson-Eton

20 Minute Discovery Meeting

New Clients Only:Book your FREE 20-Minute Discovery Meeting to talk about YOUR business & it's accounting needs.

Piero Di Bello

Consulenza Personalizzata Silver

Pianifichiamo il tuo futuro insieme!Acquista la consulenza personalizzata e sarò al tuo fianco per:✅ Scegliere la miglior successione per il tuo patrimonio.✅ Proteggere il tuo patrimonio presente e futuro.✅ Ridurre la pressione fiscale in modo legale.✅ Organizzare la transizione generazionale della tua azienda.✅ Analizzare e tutelare il tuo patrimonio attuale.✅ Costruire un futuro sicuro.✅ Ottimizzare la struttura aziendale.✅ Scrivere lo statuto sociale perfetto per la tua società.Per la...

Joe Thomsett

Thomsett Capital Client Intro Call

Fiona Redden

Financial Advising Meeting

Whether you're in Canada (where I’m licensed) or in the U.S. (where I’ll connect you with a trusted partner), this call is about getting a real picture of your goals and helping you build toward the future you want.Here’s what we’ll cover:🔹 20–30 minutes exploring your dreams, goals, lifestyle plans, and current satisfaction with your financial situation 🔹 5-minute walkthrough of how I work and what tools I use to help clients build wealth and protect their legacy 🔹 We’ll gather some basic nu...

Accryptax

Crypto Accounting, Tax & Compliance (for individuals)

Navigating the complexities of crypto accounting, tax and compliance can be overwhelming. This assessment meeting is tailored to help us understand your portfolio, evaluate its unique challenges, identify potential tax implications, and provide expert advice on reconciliation practices and reporting requirements. Book now to gain clarity and ensure your crypto investments are fully compliant with current regulations.Payment Policy1. Full payment (VAT included) is required at booking. All payment...

Agora Digital Marketing

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.