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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 (402) Tax preparation (113) Financial planning (338) Bookkeeping (80) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

Gabriela Díaz

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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John Sim

John Sim

Complimentary Consultation (60-min)

This complimentary estate planning consultation will explain the scope of the estate planning services, typical charges and to address any questions you may have.If you are using your mobile phone to access the video conference, please download the Meetn.com app first.iOS: https://apps.apple.com/us/app/meetn/id1479818305Android: https://play.google.com/store/apps/details?id=com.meetn.app

Starting at
Free
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Dan Mendoza

Dan Mendoza

Mortgage Review & Check-In with Dan

This is a complimentary mortgage review for my past clients either via Zoom or in-person in Tracy, CA.Whether you purchased recently or a few years ago, this check-in helps us ensure your current loan is still the best fit for your goals. We’ll review your rate, equity, and future plans to identify potential savings or opportunities.Looking forward to reconnecting and seeing how I can continue to support you!

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Kurzgespräch - Short Call

Kurzer Austausch zu Deinen Beweggründen, Vorstellungen & Zielen, bzw. deinen Fragen:Analyse deiner Möglichkeiten anhand deiner individuellen Ziele. Diese können Investment Möglichkeiten in Immobilien, sowie börsennotierten/nachhaltigen Anlagen oder auch physischen Edelmetallen sein.Gern auch per Telefon: 0151 70159522---------------------------------------Short consultation about your motivations, ideas, goals, or any questions you may have.Together we will look at your personal situation an...

Starting at
Free
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Limitless Capital

Limitless Capital

Comprehensive financial planning, HNI/NRI consultations, PMS/AIF discussions, or deep-dives into tax and retirement planning.

A holistic deep-dive into your financial future.This 60-minute intensive session is for serious investors looking to build or restructure their entire wealth roadmap. We will look “beyond boundaries” to create a sophisticated strategy that covers all aspects of your financial life.Ideal for:• HNI & NRI Investors: Specialized planning including PMS, AIF, and taxation.• Full Financial Lifecycle: Retirement planning, child education, and estate planning.• Asset Allocation: Detailed structuring...

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Kennenlernen / Get to know us

Willkommen zu unserem Kennenlerngespräch.Es sol vor allem darum gehen, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

Starting at
Free
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Aderimike Lala

Aderimike Lala

1:1 Money Clarity Session 💰✨ Giveaway

1:1 Money Clarity Session 💰✨Get clear, confident, and in control of your finances in just 60 minutes!Struggling with budgeting, saving, investing, or debt? Let’s tackle your biggest money questions together in a private 1:1 session designed to give you actionable insights and a personalized game plan for your financial goals.What You Can Ask Me About:✅ Budgeting Made Easy – Build a budget that actually works for YOU✅ Saving Smarter – Create an emergency fund or improve your savings strategy...

Starting at
Free
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Samantha DeBois

Samantha DeBois

Quick Fit Calls

This 20-minute introductory call is for prospective clients who want to discuss service needs, provide basic background information, and determine next steps. It is designed to help both parties decide whether the engagement is a good fit.Please note: this call does not include detailed review, research, troubleshooting, or specific tax/bookkeeping guidance. If you need advice or document review, a paid appointment will be the better option.

Starting at
Free
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Vinoth Babu

Vinoth Babu

Tirunelveli Sripuram Office - 15 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at
Free
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Felix Schnella

Felix Schnella

Persönliche Finanzberatung

Du möchtest eine Beratung zu Finanz- und Versicherungsangelegenheiten?Wir beraten Dich in einem persönlichen Gespräch zu all Deinen Finanz- und Versicherungsangelegenheiten.

Starting at
Free
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Patti Bracey

Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at
Free
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Ensure Benefits

Ensure Benefits

BUSINESSES: Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is eligible to redirect taxes that your company already pays back to your bottom line as well as fund benefit enhancements for your employees.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best pr...

Starting at
Free
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Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at
$20.00
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Suzy Mallett

Suzy Mallett

Rendez-vous découverte – Gestion de patrimoine

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière et patrimoniale.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.L’objectif de cet appel n’est pas de vendre à tout prix !C’est de faire le point avec lucidité pour vérifier :si je suis la bonne personne pour t’accompagner,si mon approche correspond à ta manière de vivre et de décider,et si c’est le bon...

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare, nachvollzieh...

Starting at
Free
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Angel Hartfield

Angel Hartfield

BookSmart Bookkeeping

Hi! How are you today? Thank you for scheduling your BookSmart Bookkeeping Session! This session is for those who already have a business established. Whether you want us to manage it all or just a little bit, we are here to manage your business so that you can exceed your goals and grow!

Starting at
Free
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DeTravius Bethea, Esq.

DeTravius Bethea, Esq.

30 Min. Legal Consultation

ATTENTION: All meetings will be virtual until further notice. If we take you as a client, you will receive a $250 credit to your account for this call. In other words, this call will essentially be free. The video link will be in the calendar confirmation.

Starting at
$250.00
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Robert Cameron

Robert Cameron

Settle Mediation Services

County Court MediationCircuit Court MediationPre Suit Mediation Service

Starting at
$500.00
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Fox Valley Mobile Notaries and @MobileNotaries

Fox Valley Mobile Notaries and @MobileNotaries

Estate Planning Documents Mobile Notary Signing - 2 WITNESSES NEEDED

This is for Estate Planning Documents that you need signed with a mobile notary. WE WILL PROVIDE 2 WITNESSES.Includes:**Power of Attorney**Trust Documents**Estate Planning Documents (include Last Will & Testament)**Real Estate Documents

Starting at
$225.00
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Alejandra Medellin Castillo

Alejandra Medellin Castillo

Canadian Immigration Consultation

When it comes to immigration to Canada, having a proper guide is crucial for a successful journey. At Step Forward Immigration Services, we specialize in a wide range of immigration matters, ensuring you have the expertise you need on your side.Our consultations are conducted through Zoom, making our services accessible from anywhere, at a time that suits you best.Don't leave your immigration prospects to chance. Choose Step Forward Immigration Services and step confidently towards your Canadian...

Starting at
CA$157.50
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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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