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Legal & Finance

Best legal & finance professionals

Browse top-rated legal & finance professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (406) Tax preparation (115) Financial planning (341) Bookkeeping (82) Insurance consulting (82) Estate planning (14)

Top legal & finance professionals

Bishnu Adhikari

Bishnu Adhikari

15 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at
Free
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Ben Ingersoll

Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at
Free
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Alexandre Dussourd

Alexandre Dussourd

📝 R1 - Audit patrimonial

Durée 90min Au programme :Présentation de ma méthodologie de travailAnalyse approfondie de votre situation personnelle, professionnelle et financièreIdentification de vos projets et objectifs à atteindre☝ Important : Si vous êtes en couple, la présence de votre conjoint(e) est indispensable pour une analyse complète et alignée.🔐 Conformité : Afin de respecter les obligations légales, vous devrez signer un document d'entrée en relation pour accéder à l'intégralité des résultats de mon analyse.

Starting at
Free
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SANDY OSEI

SANDY OSEI

Free Comprehensive Financial consultation

A complimentary 60-minute consultation designed to help you gain clarity on your financial goals, retirement planning, wealth-building strategies, and income protection. Leave with actionable insights and a clearer path forward.

Starting at
Free
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Empress Josephine

Empress Josephine

Wealth builder account session with a licensed agent

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Starting at
Free
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Ram Bavanari

Ram Bavanari

Annual Review with Ram Bavanari, United Life Financial: Your Path to Financial Security

Secure your financial future! An Annual Review is essential to ensure your policies and investments align with your evolving needs and goals. Our tailored session assesses, optimizes, and answers your questions. Don't miss out on this crucial opportunity. Schedule now!Best regards,Ram BavanariCell: 647-570-9070Email: [email protected]: www.unitedlife.ca

Starting at
Free
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Megan Herrera

Megan Herrera

Coffee and Conversation with a Bookkeeper

Hello and welcome! I'd love to get to know you and your business better. Let's chat and discuss your financial management needs and how I may be able to help you with your bookkeeping.

Starting at
Free
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Dan Jones

Dan Jones

Medicare Annual Enrollment Period - Free Evaluation

The Medicare Annual Enrollment Period (AEP) is the time of year when Medicare beneficiaries can change their coverage for the following year. The AEP runs from October 15th to December 7th. Any changes made during this time are effective on January 1.2025 will see some significant changes to Part D, otherwise known as Prescription Drug Coverage, either a stand-alone plan or included in Medicare Advantage Plans ( Part C ). Changes that could impact you include Premiums and Formularies ( if your...

Starting at
Free
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Broker Seguros

Broker Seguros

Llamada para mas información 🙋🏼‍♂️

Agendemos una llamada de 10 minutos para escuchar su necesidad de seguros o inversionesIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at
Free
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Dr. Breanna BOSS James

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!

Starting at
Free
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Agora Digital Marketing

Agora Digital Marketing

Authority Placement Screening & Positioning Interview

Your No-Charge Positioning Screening (30 minutes)This is a conversation to understand your work, your current visibility, and where you want to stand when people — and the AI models they now ask — look you up.Together we'll look at three things: where your name and reputation currently show up online, the positioning and citable angles in the work you actually do, and the gap between the two. Most experts underestimate what makes them genuinely newsworthy — a good part of this call is surfacing...

Starting at
Free
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Nathan Wallace, EA

Nathan Wallace, EA

15 Minute Meeting

15-minute consultation to discuss your U.S. international tax needs. Whether you have questions about your current tax obligations, need guidance on future filings, or want to explore how we can assist you.

Starting at
Free
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Tevis Verrett

Tevis Verrett

Get To Know You Meeting

Networking 1:1 Meeting: Discovery to bring into my sphere of influence/referral network.

Starting at
Free
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Norbert

Norbert

Online demo Tracking Contracts

In 15 minuten zie je precies hoe Tracking Contracts je contracten en opzegtermijnen bewaakt en wat dat jouw bedrijf bespaart. Je krijgt het echte product te zien, toegespitst op jouw situatie, met alle ruimte voor vragen. Vrijblijvend, je zit nergens aan vast.

Starting at
Free
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Timettra Wellington

Timettra Wellington

Expert Financial Analysis

In this 30-minute session, you’ll gain clarity on your current financial situation and discover strategies to protect your income, create replacement income, and build a lasting legacy. I’ll guide you through possible options and provide actionable next steps tailored to your goals.Friendly Reminder:I value your time and mine. Please do your best to keep this appointment at the scheduled time. If a true emergency arises, let me know as soon as possible so we can reschedule.

Starting at
Free
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Doris Saba

Doris Saba

Sharing the Crusade for Financial Literacy - Step 1 & 2

You’re about to embark on a powerful journey—one that could change the way you see money forever! 🚀 In this session, we’ll dive into eye-opening insights and game-changing concepts that the financial elite have been using for years. Come ready to expand your mindset and take the first steps toward financial empowerment.⏳ Commitment is key! Please do your best to honor your original appointment time—reschedules should be for emergencies only. Let’s make this count!

Starting at
Free
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Piero Di Bello

Piero Di Bello

Consulenza Gratuita Online

Proteggi la tua Famiglia e la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazione...

Starting at
Free
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Bishnu Adhikari

Bishnu Adhikari

30 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at
Free
Book now
Amy Bell

Amy Bell

Free Insurance Consulation - Protect Your Family & Future

Let's simplify your health and life insurance decisions together. In this free call, we'll discuss your needs, answer any questions, and explore the best coverage options for your situation. There is no pressure—just honest help from someone who's been there. Whether you're looking for Marketplace coverage, life insurance, or just need to understand your options, I'm here to guide you. What You'll Get: One-on-one support from a state-licensed agentA custom plan based on your needs and budget Pe...

Starting at
Free
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Ray Hahn

Ray Hahn

30 Minute Context Discussion

Complimentary 30 minute conversation to learn more about your situation and to ensure I'm the right fit to help you overcome the obstacles related to VA disability benefits.

Starting at
Free
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Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

Some legal & finance providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.8 out of 5.

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