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 (413) Tax preparation (121) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

K

Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

Starting at

Free

G

GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Starting at

Free

C

Corey M Stackhouse, CFP®

(45 min ZOOM) 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]

Starting at

Free

A

Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Starting at

Free

B

Broker Seguros

Plan de Retiro Privado 💵

💰 Ordena hoy tu dinero y construye un retiro con tranquilidadEsta sesión es para ayudarte a entender tu situación actual y comenzar a estructurar mejor tu futuro financiero, sin depender únicamente de lo que pase afuera.Ideal para:✅ Personas que quieren tener más control sobre su dinero✅ Profesionales o emprendedores que no tienen un plan claro de retiro✅ Quienes buscan proteger su futuro y tomar mejores decisiones financierasEn esta videollamada:✔️ Analizaremos tu situación actual ✔️ Identi...

Starting at

Free

E

Eagleview Financial

Financial Practice Review

Based on your personal financials:Review Key MatricsClient UpdatesMarketing AnalysisProblem Solving SessionTraining DevelopmentAgency UpdateOpen ForumCheck against your schedule and book a time with us to develop your practice.Eagleveiw Financial(510) [email protected]

Starting at

Free

P

Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Starting at

Free

C

Charles Edwards

Business Loan

Let’s Talk Funding!We have an approval rate of over 90%.Book your free 10–15 minute call to discuss your business loan options. We'll review your pre-qualification answers, answer your questions, and show you the best funding solutions for your unique situation — no pressure, no obligations.

Starting at

Free

B

Ben

Discovery Call U-Tel Auditors

U-Tel Auditors specializes in uncovering hidden savings with no upfront fees.This call is a no-obligation opportunity to understand how our audit process works and explore how much your organization could recover or save.

Starting at

Free

V

Vince A.

Become a Referral Partner

Join us as we walk through our Referral Program, designed to reward you for introducing clients to our services. In this session, we’ll cover:How the program works and who qualifiesCompensation and reward structureThe services included under the referral programRules and compliance (can and can’t dos)How to get started and track your referralsThis meeting is your chance to understand how you can benefit while helping others gain access to professional bookkeeping, tax, and financial planning ser...

Starting at

Free

G

Gregory Russell

2nd Follow-Up Meeting (1hr)

Thank you for booking this follow-up appointment.What to expect during this meeting:I will attempt to answer any question you might have reguarding our last meeting.I will show you how you can be able to prepare for you and your family's financial future.Hopefully if you're saticfied with what you are seeing maybe you will move forward with the process.

Starting at

Free

B

Benn Pople

RisKIT Live Demo: ICAAP, ILAAP and RRP Prebuilt Models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models for ICAAP, ILAAP and Recovery and Resolution Planning.In 45 minutes you will see the models working end to end, with transparent logic and a clear audit trail, plus how your team would own and operate them, and the licensing and support options.Built to cut delivery risk and cost against consultant-built alternatives. Bring your CFO, Head of Risk or model owner. The more technical the questions, the better.Tell us your...

Starting at

Free

I

Ireen

Apostille & Document Authentication

Traveling, studying, or doing business abroad? We handle apostille certification and document authentication to ensure your paperwork is legally recognized overseas—making the process simple and stress-free.-Any Secretary of State Apostille processing (standard or expedited where available)-Document preparation and notarization (if required)-Certified translation services (if needed)-Optional mailing via UPS, FedEx, DHL or in-person returnPrice will vary based on number of documents, services ne...

Starting at

Free

R

Ruth David

Study Permit Consultation

Congratulations on your admission to a Canadian school!If you haven’t received an offer yet but are exploring your options—or need help understanding the study permit process—we invite you to book a Study in Canada Consultation with us.Now that you've taken the first big step, it's time to start preparing for your study permit. We know the process can feel a bit overwhelming, but you're not alone. Our experienced consultants are here to guide you every step of the way.With our Study Permit Consu...

Starting at

CA$120.00

R

Ruth David

Visiting Visa Consultation

Our Canadian Visa Consultation is ideal for individuals looking to visit Canada for tourism, business, family visits, or conferences. Whether you're attending an event, spending time with loved ones, or simply exploring Canada, this consultation offers valuable guidance tailored to your travel plans.In your session, our experienced consultants will walk you through the specific requirements for your visa application. We’ll explain the process step by step—from gathering the right documents to un...

Starting at

CA$120.00

M

Michelle Abbott

Electronic Apostille with Notarization

This is for Apostille related Notarizations with 406 Notary Service via Virtual Notarization/Remote Online Notarization.$195 for the first document$95 for each additional document.Once you have finished making your appointment, you will be redirected to my Dropbox file request. You do not need a Dropbox account to do this.

Starting at

Free

R

Registered Migration Agent - Abeer M H Mafreg

Free 15 Minute Migration Consultation

Book a free Consulation withwith A To Z Migration Australia for 15 minutes!

Starting at

Free

C

Coventry Street Advisors

Book a 15 minutes call with an immigration advisor - Coventry Street Advisors

Coventry Street Advisors- 15-minute call.Please note: You will receive a Google Meets invite link via email once you book this call.

Starting at

Free

A

Adriano Valente Rocha

Que tal incluir saúde nos seus planos?

Olá!Hoje em dia, com um mundo complexo, prazos apertados, pressão por resultados e toda sorte de cobrança, torna-se fundamental cuidar da saúde, do corpo e da mente. E, infelizmente, não dá para contar com o atendimento da saúde pública. Por isso, convido você a reservar um horário em sua agenda para conversarmos sobre saúde e bem-estar, com enfoque a conhecer o que há de melhor em cobertura médico-hospitalar, odontológica e atendimento para a saúde mensal em planos privados!Em até 40 minutos va...

Starting at

Free

D

Dan Jones

Health Insurance - ACA (Obama Care) or Alternatives - Not Medicare

The Open Enrollment Period (OEP) for Health Insurance is November 1 through January 15.You may qualify for a Special Enrollment Period (SEP) if you have a qualifying event, such as loss of coverage. There are other options that are not restricted by the OEP or SEP. Schedule time to talk about your health insurance options, including ACA ( Affordable Care Act, aka Obama Care ) or alternatives like Health Share Programs. We'll explore the pros and cons of each and focus on tailoring a plan to fit...

Starting at

Free

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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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