Best legal & finance professionals

Limitless Capital

Comprehensive financial planning, HNI/NRI consultations, PMS/AIF discussions, or deep-dives into tax and retirement planning.

A holistic deep-dive into your financial future.This 60-minute intensive session is for serious investors looking to build or restructure their entire wealth roadmap. We will look “beyond boundaries” to create a sophisticated strategy that covers all aspects of your financial life.Ideal for:• HNI & NRI Investors: Specialized planning including PMS, AIF, and taxation.• Full Financial Lifecycle: Retirement planning, child education, and estate planning.• Asset Allocation: Detailed structuring...

Patty Concannon

Wealth Assessment

Book a meeting with me for 45 minutes!

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.

Joseph

Fixed-Income Investment

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

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:...

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...

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.

Betsy (Mz. Bee) White

File My Taxes with Mz. Bee

File your taxes with Mz. Bee in a 60-minute Zoom session. Please upload your tax documents securely using the li using the link

Martine Veltman

IB aangifte meeting 30 min.

Jinny Khan | EA

Tax Resolution Consultation

Thank you for choosing AFSOHA Multiservices for your service needs!Choose a date and time that works best for you.Our professional Tax Resolution Consultation service provides expert assistance and guidance in resolving tax-related issues. We offer specialist advice on tax-related matters.We appreciate your business and look forward to working with you!¡Gracias por elegir AFSOHA Multiservices para tus necesidades de servicio!Elige una fecha y hora que te funcione mejor.Nuestro servicio profesion...

Heights Accounting

New Client - adhoc meeting for outstanding individual tax returns

Ready to prepare your outstanding Individual Tax Return at Heights Accounting’s office?Book a meeting with me today! If you require a different appointment time, please contact the office:Jeff – 0412 841 803Mandy – 0418 348 088Please note:Before your appointment, please prepare and bring all documents required to complete your ITR. Being prepared is the best tax deduction!Our tax checklist is available on our webpage and can be used as a reference for what is required for your meeting.You will a...

Jesus Villalobos

Financial Needs Assessment Review

The FNA is complimentary, confidential and customized for every family that I serve. During this process we will evaluate your current financial situation, your goals and develop an action plan with a personalized strategy for your financial security. Pick a day and time that best suits you below.

Somchay Nachampassack (Narich conseil)

4/ RDV de suivi : 1h30

C’est le moment de faire le point de votre situation, mettre à jour votre dossier ou d’apporter des réponses à vos questionnements.

Corey M Stackhouse, CFP®

(45 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

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

Matteo Bertocchi

Colloquio Conoscitivo

Breve telefonata per capire se e come lo Studio può assisterLa in materia di assistenza legale alle imprese e di pianificazione successoria. Non è una consulenza: non viene espresso un parere né esaminato alcun documento.

Tarsha "The Biz Bawse"

Non-Profit Consultation

This nonprofit consultation is designed to guide individuals or groups through the process of establishing a nonprofit organization. This consultation typically covers key aspects such as defining the organization's mission, selecting the right legal structure, filing necessary paperwork (e.g., IRS 501(c)(3) status), developing bylaws, and understanding fundraising regulations. Additionally, the consultation provides advice on governance, compliance, and long-term sustainability strategies, ensu...

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.

SilviaPutzuluCDL

Consulenza del Lavoro SMART 30min.

Consulenza SMART ONE to ONE di 30 minutiCi vedremo su Google Meet a questo link: https://meet.google.com/mbs-pepw-yueTi chiedo di essere puntuale all'appuntamento, o se dovessi ritardare o avere un contrattempo di chiamarmi al 377/0858395Dott.ssa Silvia PutzuluConsulente del LavoroSpecializzata in Contrattualistica, Welfare e Contenzioso