Best legal & finance professionals

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!

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!

Amazing Financial LLC

Notary

Getting documents and paperwork notarized by a licensed notary in the State of Indiana.I am a licensed notary, a licensed remote notary and I also have taken classes for loan/document signing.DO NOT EXIT AFTER BOOKING! IT WILL REDIRECT YOU TO NOTARY FORM. Thank you!*** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward pricing total. The price listed is a deposit on services. I...

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...

Richard S Anderson

Trust Document Notarization

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.

Amazing Financial LLC

BOI Filing

Attention LLC Owners! Important Deadline AlertDid you know? Every LLC must file their Beneficial Ownership Information (BOI) report by January 2025! Failing to file can result in hefty fines or penalties. Don't wait until the last minute!What is the BOI?It’s a required report to help the government track who controls and benefits from your company, enhancing transparency in business.Who needs to file?All LLCs and many other legal entities formed or registered in the U.S.!The penalties for not fi...

Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover CallDuring 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 Bookkeeping

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 :)]