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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 (399) Tax preparation (117) Financial planning (335) Bookkeeping (80) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

Jesus Villalobos

Jesus Villalobos

Financial Needs Assessment Review

The FNA is complimentary, confidential and customized for every family that I serve. During this process we will evaluate your current financial situation, your goals and develop an action plan with a personalized strategy for your financial security. Pick a day and time that best suits you below.

Starting at
Free
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

4/ RDV de suivi : 1h30

C’est le moment de faire le point de votre situation, mettre à jour votre dossier ou d’apporter des réponses à vos questionnements.

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min IN PERSON) 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
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Patty Concannon

Patty Concannon

Wealth Assessment

Book a meeting with me for 45 minutes!

Starting at
Free
Book now
Chantea Nixon

Chantea Nixon

Test with a Friend – Guided RON Training Session

Experience a complete Remote Online Notarization workflow from both the signer and notary perspectives.This 1:1 90-minute session includes:Real-time platform walkthrough (BlueNotary)RON scripting practiceResource access (scripts, videos, referral link)Performance feedback

Starting at
$95.00
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Die MPU Berater - Sicher durch die MPU

Die MPU Berater - Sicher durch die MPU

Kostenloses Erstgespräch (Online oder Telefon) zur MPU Vorbereitung in Heidelberg/Mannheim

Wir melden uns gerne bei Ihnen für ein kostenloses Erstgespräch!Nutzen Sie unser kostenloses Erstgespräch, um zu erfahren, wie Sie sich optimal auf die MPU vorbereiten können! Besprechen Sie mit einem ausgebildeten Verkehrspsychologen (m/w/d) alles Wichtige für Ihre MPU. Sie erhalten einen kompletten Überblick über die weiteren Schritte, die möglichen Kosten und alles, was zum Bestehen der MPU in Ihrem Fall wichtig ist.Wenn Sie uns lieber persönlich anrufen möchten, erreichen Sie uns unter der k...

Starting at
Free
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Richard S Anderson

Richard S Anderson

Power of Attorney and Will Appointment Notarization

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

Starting at
Free
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Aura Trejo Almazan

Aura Trejo Almazan

Modalidad 40 Retroactiva

Reunión de 30 minutos Modalidad 40 retroactiva, Maximiza tu pensión!Aura Trejo AlmazánEspecialista Modalidad 40 Retroactiva yTrámites IMSS PensionesTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Tarsha "The Biz Bawse"

Tarsha "The Biz Bawse"

Non-Profit Consultation

This nonprofit consultation is designed to guide individuals or groups through the process of establishing a nonprofit organization. This consultation typically covers key aspects such as defining the organization's mission, selecting the right legal structure, filing necessary paperwork (e.g., IRS 501(c)(3) status), developing bylaws, and understanding fundraising regulations. Additionally, the consultation provides advice on governance, compliance, and long-term sustainability strategies, ensu...

Starting at
Free
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Gatitters

Gatitters

Adoptantes LCT

¿Qué te ofrece esta asesoría?Videollamada de 60 minutos aprox.Análisis profundo del caso.Informe con pautas personalizadas según tu caso.Seguimiento de 3 semanas vía Email - Whatsapp.

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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Jordan Wells

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
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Philippe Lucas

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

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
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Ram Bavanari

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

Nigel Bettencourt

Book a 30-Minute Meeting

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

Starting at
Free
Book now
Diana Mays

Diana Mays

Medicare - Current Plan Benefits Review

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

Starting at
Free
Book now
Marcel Lashover

Marcel Lashover

30 Minute Zoom Consultation

Want a face-to-face feel from wherever you are? Book this Zoom Consultation and we can walk through questions, numbers, or documents together, screen-to-screen, at a time that's convenient for you.This a free 30-minute, no-obligation, consultation. On this Zoom call, we'll discuss your needs, and help you discover the best solution to protect your family and assets.*Please note: Because of the limited two hour Zoom appointment window, I need to manually approve appointments.

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.It is to help you understand how a professional estate planner can assist in the planning of your estate plans, to understand the pros and cons of distributions you make and to recognise some blind spots in your initial plans.

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
Book now

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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