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 (390) Tax preparation (105) Financial planning (337) Bookkeeping (78) Insurance consulting (77) Estate planning (12)

Top legal & finance professionals

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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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Piero Di Bello

Prenota la tua Consulenza Gratuita

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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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

E

Enrico Kalinka | Peak Finances

Kennenlernen / Get to know us

Willkommen zu unserem Kennenlerngespräch.Heute geht es vor allem darum, 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

S

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

V

Vinoth Babu

Tirunelveli Sripuram Office - 15 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at

Free

A

Adam

30 Minute Consultation (Follow Up)

Book a Consultation with me for 30 minutes! Welcome to my comprehensive online consultation service! I specialize in providing expert guidance on various aspects of production, records requirements, and model release requirements. Whether you're an aspiring creator or an established professional in the industry, I am here to assist you in navigating the complexities of these fields.Content Production:For those involved in the entertainment industry, I offer professional consultations on producti...

Starting at

$55.00

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Antenati - Ciudadanía Italiana

Asesoría Personalizada Sin Cargo

Agenda tu cita y da el primer paso hacia tu ciudadanía italiana. ¡Nos vemos pronto!

Starting at

Free

A

Ashley Magee

Veteran Disability Claim help! The rating you deserve

Are you a veteran that’s currently rated but feel that you deserve a higher rating? Book with me to increase not only your rating but your income! I aim for 100% for ALL my clients. Schedule your FREE consultation now! You deserve it !!

Starting at

Free

K

Kelli Jones

Consultation for Lawyers - 30 minutes

Schedule your call so we can:discuss how social media can benefit YOUR firm (spoiler: it can help all firms);help identify what platforms to focus on based on your target audience;work on the language your target audience will respond to;talk about types of content that make sense for your firm;do a quick audit of your current social media presence, if applicableOR - you can also schedule to discuss business, building a law firm, or trademarks*This meeting is not refundable as I will be beginnin...

Starting at

Free

A

Assaf Ben David

1 hour Legal Consultation

Promotion Price for a 1 hour legal consultation call.Get practical answers to your legal or business questions$249 $199I'm an international commercial and startup attorney with over 10 years of experience.I help startups & high-tech companies, entrepreneurs and development companies.I can help you with (partial list):Ideation / ValidationNDAs (confidentiality)Founder's agreements.Freelancer AgreementsDistribution agreements.Pilot/Evaluation agreements.Service Provider AgreementsSaaS / Licens...

Starting at

$199.00

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Helpsinistre

Entretien d’orientation – 15 min

Premier échange gratuit par téléphone ou visioconférence avec un expert Helpsinistre. Permet de comprendre brièvement votre situation (accident, sinistre, litige) et d’identifier si un accompagnement plus poussé est pertinent.Durée : 15 minutes – Sans frais ni engagement. 🛡️ Confidentiel | 🔍 Évaluation initiale | 🇨🇭 Spécialistes sinistres suisses____________________________________Free initial discussion by telephone or videoconference with a Helpsinistre expert. This enables us to gain a brief...

Starting at

Free

J

Jordan Wells

Bedrock Bookkeepers - Free 30 Minute Consultation

Let's talk about your bookkeeping needs and how I can potentially save you thousands of dollars. Select a date and time that works for you and you will be immediately scheduled in my calendar!

Starting at

Free

P

Philippe Lucas

Free Evaluation of Your Books

Let's Start With a Free AssessmentDuring this call, we will be reviewing your company's financial overall structure and current bookkeeping processes.You can choose between a phone, Zoom or Teams free consultation when booking the appointment. Under "Choose a Location", please click on the down arrow to see all 3 options.Looking forward to our conversation!Philippe LucasOwner & BookkeeperQuickBooks Certified ProAdvisorAccountability & Management Bookkeeping LLC

Starting at

Free

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Life & Taxes Advisory Solutions LLC

Consultation with Kim for Bookkeeping

Consultations are billed at $150 per hour. During this time, we will discuss your bookkeeping software and/or bookkeeping clean-up.Meeting DetailsZoom link:Meeting ID:Please be prepared to share your screen and view mine (desktop works best).Meetings are scheduled back-to-back, so please arrive on time. You’ll be placed in a waiting room until your session begins to maintain confidentiality.Payment & PolicyOnce you book, you will be redirected to a PayPal payment page.Payment of $150 per hou...

Starting at

$150.00

R

Ram Bavanari

Explore Super visa& Visitor insurance with Ram Bavanari, United Life Financial

During this call you will get complete understanding on how Super visa and Travel insurance works, Also we provide you with instant quotes and recommendations

Starting at

Free

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Nigel Bettencourt

Book a 30-Minute Meeting

Book a 30-minutes phone call with me!Standard [email protected]

Starting at

Free

D

Diana Mays

Medicare - Current Plan Benefits Review

Book a meeting to review the specific benefits in your current Medicare plan.

Starting at

Free

M

Michael Ferraro

15m

I am looking forward to learning how I can help you grow your Medicare practice.Whether you need better paying insurance carrier contracts, or a more effective marketing plan, I can help!Schedule a Zoom meeting for a day and time that works for you, or call me at 1-800-852-1981 ☎️You can also text me anytime at 631-579-4894 📲

Starting at

Free

L

Luke Johnson

Coverage Meeting

In this Meeting we will discuss your personal and commercial needs. We will review your current policies and if needed customize your insurance for what you are comfortable with.I will call you within 5 minutes of your scheduled time.

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 4.7 out of 5.

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