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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 (337) Bookkeeping (78) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

Dan Jones

Dan Jones

Dental | Vision | Hearing

Need a stand-alone Dental, Vision or Hearing plan?We have options available for any age with no health questions to qualify.If you provide the names of your preferred Dentists, Eye Doctors or Audiologist, I can find a plan that works with your preferred providers at a cost you can afford.

Starting at
Free
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Dan Jones

Dan Jones

Extended Cancer, Cardio and Hospital Confinement Protection

A policy that pays you cash should you have a qualifying diagnosis or admission to a hospital can be a very affordable way of providing you needed cash to pay deductibles and Max Out of Pocket (MOoP) expenses as well as expenses not covered by medical insurance, like experimental treatments, travel expenses, time off of work etc.We have options available for any age, some with no health questions to qualify.Schedule a meeting to discuss these options and get a free, no obligation quote

Starting at
Free
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Kristina Heckel

Kristina Heckel

Connect & Review

This is a basic call to introduce myself, learn a little about you and your goals, and review your current coverage and needs.

Starting at
Free
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Jan Wetekam

Jan Wetekam

E-Commerce Call

Hallo liebe Verkäuferin, lieber Verkäufer,es freut mich sehr, dass du den Weg zu mir gefunden hast, um dein Geschäft in die besten Hände zu legen. Ob du bereits ein etablierter Händler bist und in Amerika expandieren möchtest oder gerade erst startest, du bist bei mir herzlich willkommen.Ich werde den für dich maßgeschneiderten Versicherungsschutz finden. Ich freue mich darauf, dich kennenzulernen.Um unseren Call bestmöglich vorzubereiten, wäre es hilfreich, wenn du mir ein paar Fragen beantwort...

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

Demonstração: Seguro de Responsabilidade Civil

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre seguro de responsabilidade civil. Este é um seguro importantíssimo nos dias atuais, onde quaisquer falhas, erros ou omissões na prática profissional, podem se tornar pedidos de indenização e grandes perdas financeiras e não-financeiras!Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - 20º andar...

Starting at
Free
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Edwin Hernández • Adactia Seguros

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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Adriano Valente Rocha

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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Jorge Méndez

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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Ensure Benefits

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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Humberto Fuenmayor

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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Michelle Salinas

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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Lisa Allen

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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Arturas

Arturas

ART APPEAL CONSULTATION

Book a private consultation with Arturas Mickus, the Founder of GTE Experts, an internationally recognized specialist in Australian visa refusals and Genuine Temporary Entrant (GTE) strategy.With over 1,000 successful ART (Administrative Review Tribunal, formerly AAT) case recoveries and a 98% success rate, Arturas and his team have helped countless students overturn refusals and achieve their study goals in Australia.During this consultation, you will:✅ Have your visa refusal letter personally...

Starting at
Free
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Amira Golden

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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Nichole Shelton JD MBA MSCTA

Nichole Shelton JD MBA MSCTA

Schedule 6-minute CLE Survey

Nichole is conducting research on the experiences and needs of business owners and legal professionals. The survey questions are quick and painless but will give insight on attorneys and business owners like you and what is needed to help improve your practice or business. We'll be sharing the anonymized results with all participants, which could provide valuable insights for your practice. The survey takes only 6 minutes (usually less) to complete, and we'll share the anonymized results with al...

Starting at
Free
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Eric

Eric

VA Claim Q&A (Education & Guidance)

Navigate the VA system with confidence.This educational session helps you understand your options, prepare documentation, and clarify next steps in your claim or appeal process. We’ll review what you’ve already done, what to expect next, and where to focus your energy.🧭 Note: Campfire Garage does not provide legal or accredited representation. These sessions are for educational guidance only until formal VA accreditation is finalized.

Starting at
$60.00
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Eric

Eric

VA Claim Q&A (Education & Guidance)

Navigate the VA system with confidence.This educational session helps you understand your options, prepare documentation, and clarify next steps in your claim or appeal process. We’ll review what you’ve already done, what to expect next, and where to focus your energy.🧭 Note: Campfire Garage does not provide legal or accredited representation. These sessions are for educational guidance only until formal VA accreditation is finalized.

Starting at
$30.00
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Hugo Ribeiro

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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Cynthianna Powell

Cynthianna Powell

Real Estate Closing Signing

We partner with title companies, lenders, and realtors to make closing smooth and stress-free. Whether it's a purchase, refinance, seller package, or HELOC — we’ll make sure it's signed, sealed, and done right.Includes:Full loan package signingScanbacks or drop-off coordination (if needed)Oregon-compliant, background-screened notariesPlease confirm if printing is needed ahead of time.What happens next?You'll receive a confirmation email with all the details. Your responses will be reviewed and w...

Starting at
$160.00
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Jane S Wilson, LLC | Immigration

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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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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