Accountancy Recruit
A national accountancy recruitment agency recruiting for all levels of finance and accountancy.
Opportunity Briefing (via skype)
Telephone Call
Face To Face Meeting
L&R FinanzKonzepte
Unsere Zielsetzung ist die durchdachte Absicherung und der risikoadäquate Vermögensaufbau unserer Mandanten. Neben den beruflichen und privaten Plänen unserer Mandanten berücksichtigen wir bestehende Absicherungen und Anlagen bei der Entwicklung
Kennenlerngespräch
L&R FinanzKonzepte
Kennenlerngespräch
Im kostenfreie Kennenlerntermin können Sie uns Ihr Anliegen schildern und wir erläutern unser Beratungskonzept. Der Termin findet als Videokonferenz statt. Nach der Terminbuchung erhalten Sie von uns den Link zur Videokonferenz sowie einen Kennenlernfragebogen.Ziel des Termins ist zu klären, ob Ihr Anliegen mit unserem Beratungsansatz gelöst werden kann.
Orientierungsgespräch
L&R FinanzKonzepte
Orientierungsgespräch
Es stehen bei Ihnen große Veränderungen an oder die Veränderungen haben schon stattgefunden und Sie möchten wissen, welche Auswirkungen diese auf Ihre Finanzen haben! Egal, ob Heirat, Nachwuchs, Selbstständigkeit oder ein anderes großes Ereignis - im Rahmen unseres Dienstleistungspakets Standard oder Premium ist dieser Termin inkludiert. Im Vorfeld des Termins senden wir Ihnen eine Checkliste zu, damit wir uns auf den Termin optimal vorbereiten können.
Check Vermögensverwaltung
L&R FinanzKonzepte
Check Vermögensverwaltung
Einmal im Jahr bieten wir unseren Kunden der Vermögensverwaltung einen Check an. In diesem Termin berichten wir nicht nur über die Marktentwicklung, sondern sprechen insb. auch über persönliche Veränderungen bei Ihnen, die eine Auswirkung auf die Anlagestrategie haben können.Der Termin bieten wir persönlich oder als Videokonferenz an.
Document authentication
Ben (Elitez Advisors)
Providing comprehensive insurance planning for different stages of your life. No matter you are looking for - Disability Income - Income Protection - Hospitalisation coverage - Wealth Accumulation - Retirement Planning- Comprehensive Accidental Co
Financial Service Consultation
Ben (Elitez Advisors)
Financial Service Consultation
Provide financial advice and services for clients.Inclusive of existing policy review and recommendation 90 mins
Booking Call
Review and Follow Up Services (Only for Existing Clients)
Baldwin Financial Advisors, LLC
If you are ready to make an appointment, please select the "Book Now" button. All designated meeting times are estimates due to the possibility of meetings being either shorter or longer than expected. To ensure that clients have all the time they n
Introductory Meeting
Baldwin Financial Advisors, LLC
Introductory Meeting
In this first complementary meeting with Baldwin Financial Advisors we will work with you to discover all relevant information so we can begin to plan your financial success. Meeting approximately one hour.
Annual Review
Baldwin Financial Advisors, LLC
Annual Review
As a client of Baldwin Financial Advisors we recommend Annual Reviews to go over your financial plan for success. Quarterly and Bi-annual Reviews are also available to be scheduled with this meeting. Meeting approximately two hours.
Plan Delivery Meeting
Baldwin Financial Advisors, LLC
Plan Delivery Meeting
In your second meeting with Baldwin Financial Advisors we will discuss your goals and how to achieve them. This meeting will last approximately two hours.
Analytix Consulting Group , LLC
At Analytix Consulting Group our objective is simple , we offer modern solutions to outdated problems. Whether our clients need funding to scale their products and services, a concrete proven method of generating leads, or a High Ticket Closer to imp
Discovery Call
Bettis Financial
Business Advisory Financial services Counselling/Consulting
Our mission is to empower our clients to discover financial independence through creating better financial decisions in their everyday life and alleviate behaviors that can cause financial hardships.
Bookkeeping
Bettis Financial
Bookkeeping
We handle all of your monthly, weekly or daily bookkeeping needs including invoices and statements, cash receipts and disbursements.
Initial Consultation
Bettis Financial
Initial Consultation
Phone consultation to establish relationship and to discuss clients goals, services needed, and future plans.
Sakeena: Aflac Agent & Benefits Consultant
Schedule your enrollment for Aflac and Bankers Fidelity Short Term Disability. After hours and weekend appointments available by special request.
Aflac Products: Accident, Cancer, Hospital, etc.
Sakeena: Aflac Agent & Benefits Consultant
Aflac Products: Accident, Cancer, Hospital, etc.
Please select this option if you would like to include Aflac Policies in your enrollment. You may also include Short Term Disability, and Term to Age 100 Life Insurance (not affiliated with Aflac) during the webinar.
Amalgamated Short Term Disability Only
Sakeena: Aflac Agent & Benefits Consultant
Amalgamated Short Term Disability Only
Please select this option if you DO NOT wish to include Aflac Policies in your enrollment. The application for Short Term is completed over the phone and does not require a webinar. Term to Age 100 Life Insurance is also available with this option. *Please note that Amalgamated Short Term Disability and 5 Start Term to Age 100 Life are not affiliated with Aflac.
Mark T Pease, NMLS#810132
Everyone is busy but yet you need someone available to answer questions about Mortgage's, Real Estate, etc. on your time or your Open House. Don't forget about our next Home Buyer Workshop!Mark Pease Mortgage Loan Officer NMLS #810132
Mortgage Consultation
Mark T Pease, NMLS#810132
Mortgage Consultation
Everyone is busy but yet you need someone available to answer questions about Mortgage's, Real Estate, etc. on your time or at your Open House. Don't forget about our next Home Buyer Workshop on Saturday, April 6th, 2019 from 9am to 1pm at the Courtyard By Marriott, 1972 Raymond Diehl Rd, Tallahassee, FL 32308
Support Call
