Opening hours

  • Sunday

    7:00 AM - 10:00 PM

  • Monday

    7:00 AM - 10:00 PM

  • Tuesday

    7:00 AM - 10:00 PM

  • Wednesday

    7:00 AM - 10:00 PM

  • Thursday

    7:00 AM - 10:00 PM

  • Friday

    7:00 AM - 10:00 PM

  • Saturday

    7:00 AM - 10:00 PM

About the company

Our team

Stefanie Velez

Edwin Velez

Top services

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Introductory Meeting

60 min

Our Introductory Meeting service sets the foundation for a successful partnership. During this meeting, we diligently delve into the needs of our clients, enabling us to gather the necessary information for a comprehensive financial analysis. This se

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Introductory Meeting - Virtual

60 min

Our Introductory Meeting service sets the foundation for a successful partnership. During this meeting, we diligently delve into the needs of our clients, enabling us to gather the necessary information for a comprehensive financial analysis. This se

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Follow-up Meeting

60 min

Our Follow-up Meetings offer a convenient option for clients to schedule meetings for various services or requests. Whether you need to revisit a previous discussion, clarify points, or ensure alignment on next steps, this service provides an opportu

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Follow-up Meeting - Virtual

60 min

Our Follow-up Meetings offer a convenient option for clients to schedule meetings for various services or requests. Whether you need to revisit a previous discussion, clarify points, or ensure alignment on next steps, this service provides an opportu

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Annual Review

60 min

Our "Annual Review" service entails conducting a comprehensive financial assessment with clients on a yearly basis. This strategic review provides an opportunity to evaluate financial performance, set goals, and make informed decisions for the upcomi

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Annual Review - Virtual

60 min

 Our "Annual Review" service entails conducting a comprehensive financial assessment with clients on a yearly basis. This strategic review provides an opportunity to evaluate financial performance, set goals, and make informed decisions for the

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Onboarding/Training Meeting

60 min

Our Onboarding/Training Meeting is to facilitate smooth integration for new team members and deliver in-depth training for ongoing skill development. Designed to equip new members with the essential competencies required for success within their busi

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Onboarding/Training Meeting - Virtual

60 min

Our Onboarding/Training Meeting is to facilitate smooth integration for new team members and deliver in-depth training for ongoing skill development. Designed to equip new members with the essential competencies required for success within their busi

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Other - 30 minute Meeting - Virtual

30 min

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Other - 1 hour meeting - Virtual

60 min

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Other - 30 minute meeting

30 min

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Other - 1 hour meeting

60 min

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