Best legal & finance professionals

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

Anthony Pallarca

Follow Up | 2nd Meeting

Muhammad Lambat

Finance Consultation Package

2-Hour Finance Consultation Package (2 Sessions)Get two in-depth 1:1 sessions at a discounted rate — perfect if you want guidance, a personalised plan, and ongoing support.Session 1:We’ll dive into your financial situation and goals, answer your key money questions, and build a personalised halal investing roadmap with clear, practical steps.Session 2:A follow-up call (usually 1 month later, or at your convenience) to review your progress, refine your strategy, and keep you on track.Topics we ca...

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...

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.

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.

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...

Flavia Justice

Tax Services

Justice Accounting and Tax offer a wide range of tax services, including:1. Tax Preparation: We provide tax preparation services for individuals, businesses, trusts, and estates. We can help you complete and file your taxes accurately and on time.2. Tax Planning: Our experienced tax professionals can help you plan for the future by providing tax strategies to minimize your tax liabilities.3. Tax Representation: If you are facing an IRS audit or other tax-related issue, we can provide representat...

Jinny Khan | EA

Tax Resolution Consultation