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

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Brendon Walker

The Business Lyfe - 45 Minute Meeting

Book Your Intro Strategy Session with Brendon Walker & TeamThank you for your interest in scheduling time with me. This session is designed to help you gain clarity, explore your financial goals, and discover the powerful investment opportunities available through Imagine Financial Group.Whether you're looking to grow your portfolio, increase cash flow, or find smarter ways to secure long-term wealth, this meeting will give you real insight and real options.What to Expect✔ A focused conversa...

Starting at

Free

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Jonathon Gouge

Medicare School

Medicare 101 - learn how the medicare machine works

Starting at

Free

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Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Starting at

$250.00

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Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

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Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

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Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at

Free

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Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at

Free

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Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at

Free

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Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at

Free

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Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Starting at

Free

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Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at

Free

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Adriano Valente Rocha

[Executive Guard] Conversa com Adriano

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre como prevenir perda de renda em função de acidente ou doença, principalmente se você depende exclusivamente da sua condição de saúde para gerar renda.Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - sl 2005Curitiba, PR - 80.410-201valenterocha.com.br/executiveguard

Starting at

Free

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Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at

$195.00

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Edwin Hernández • Adactia Seguros

Prestaciones Empresariales / GMM Vida Grupal • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Prestaciones Empresariales como el seguro de gastos médicos mayores y el seguro de vida grupal.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos...

Starting at

Free

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John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at

Free

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Abogado

Consulta informativa estafa financiera. Qubit Legal

Si ha realizado una inversión online y sospecha que puede ser un fraude en esta reunión:Analizaremos su casoComprobaremos si su inversión ha sido real o noLe informaremos de la estrategia para recuperar sus fondosLe explicaremos como trabajamosSomos abogados especializados en fraudes online. Tenemos formación especializada en regulación de productos financieros, no solo legal, sino también técnica, conocemos como funciona internet, los sistemas y la tecnología blockchain, por lo que podemos iden...

Starting at

€179.00

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Gamaliel NIYONSABA

👉 Rinnovo del permesso di soggiorno per motivi di lavoro subordinato

Questo incontro è dedicato a chi deve rinnovare il permesso di soggiorno per lavoro subordinato e vuole farlo in modo corretto e senza rischiare errori ed ad operatori e mediatori culturali/linguistici che vogliono aggiornarsi ed essere di supporto alle comunità.📌 Programma dell’incontro:Prima parte: spiegazione chiara dei requisiti, condizioni e documenti necessari per il rinnovo del permesso di soggiorno per lavoro subordinato.Seconda parte (interattiva): compilazione collettiva del kit giall...

Starting at

€39.00

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Amira Golden

Full Estate Plan & Healthcare Docs

Full Estate Plan & Healthcare DocumentsComprehensive estate plan notarization, tailored to you.Your appointment covers notarization for comprehensive estate plans including 3 or more of the following estate planning documents:✔ Durable Power of Attorney✔ Uniform Statutory Power of Attorney✔ Healthcare Power of Attorney✔ Advance Healthcare Directive✔ HIPAA Authorization✔ Guardianship Designation✔ Texas Directive to Physicians✔ Living Will✔ Final Will & Testament✔ Trust& moreStarts at...

Starting at

$189.00

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Jane S Wilson, LLC | Immigration

Intro Meeting

Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

Starting at

$57.00

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Hugo Ribeiro

Company Creation / Criação de empresa

Book a meeting with me for 45 minutes! / Criar uma empresa ou atividade como trabalhador independente

Starting at

€70.00

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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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