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 (321) Tax preparation (104) Financial planning (288) Bookkeeping (76) Insurance consulting (82) Estate planning (12)

Top legal & finance professionals

H

Helpsinistre

Entretien-conseil sinistre 30mn

Conseils concrets en cas de sinistre ou litige avec votre compagnie d’assurance.Analyse de votre dossier, explication de vos droits, stratégie à adopter, pistes pour renforcer votre position. A l’issue de l’entretien, si besoin, une proposition d’accompagnement personnalisé pourra vous être faite.Durée : 30 minutes – CHF 60.– TTC📞 Téléphone ou visio – 📂 Analyse rapide – 💡 Conseils juridiques et pratiques_____________________________________Practical advice in the event of a claim or dispute w...

Starting at

CHF 60.00

P

Paul Fiorello

Residential Tax Appeal Coaching

Book a meeting with me for 30 minutes!We'll discuss the value of your property, and help you decide if an appeal is necessary.If you're already appealing the value of your property, we can help you navigate the process.

Starting at

$39.00

A

Aura Trejo Almazan

Trámites de Pensión

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

Starting at

Free

S

Sign By The X

Real Estate Documents

Navigate the complexities of real estate transactions with ease by scheduling your real estate document notarization online. Our service is designed to efficiently notarize essential documents like deeds, mortgages, lease agreements, and more, ensuring a smooth and legally compliant property transaction.How to Schedule Your Appointment:Choose 'Real Estate Documents': Select this option to view our availability for notarizing real estate documents.Select a Date and Time That Works for You: Our ca...

Starting at

Free

B

Brad Hamblen

Refinance Consultation

This is typically a 15 to 30-minute ZOOM call – there’s a visual presentation, so please be on a laptop/desktop. Brad will review monthly payment options, itemization of closing costs, and expectations of the refinance process.

Starting at

Free

C

Cory Burnett

FNA Recommendations

After conducting your financial needs analysis, this is where you receive your recommendations on what you can lock in place to secure your future. From saving and investing, to protecton and estate planning, we will give you the best recommendations tailored to your desires and financial goals.

Starting at

Free

C

Cory Burnett

Strategy Implementation

After receiving the education and reviewing your financial needs recommendations, put your education into action. Implement your recommendations to place your financial future on wheels, by implementing our products and / or services. Implementation of your plan is key to financial success.

Starting at

Free

G

Gerson Sayago

Restaura tu Crédito hoy - Consulta gratis 20 minutos

Evaluamos tu reporte de crédito para identificar errores, oportunidades de mejora y estrategias personalizadas para aumentar tu puntaje

Starting at

Free

M

Mandi Davenport

Schedule Your Financial Consultation

Finding an answer is as easy as 1 -2 -3 Choose a time and date that we can chatAnswer the questions on the formShow up for the call - (set aside about 10+ minutes for this call)Unlock your financial future with our personalized consultation services at HolisticHarbor Financial. Whether you’re seeking expert advice on life insurance, annuities, or final expense coverage, our knowledgeable advisors are here to assist you.During your session, we will assess your unique financial needs, answer your...

Starting at

Free

A

Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Starting at

Free

M

Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at

Free

N

Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at

Free

A

Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at

Free

R

Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at

Free

E

Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Hier soll es 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...

Starting at

Free

M

Moses Nelson

Annuity Follow Up

Let's use this time to review your annuity options.

5 (1 review)

Starting at

Free

C

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Julia

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

Starting at

Free

C

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Roman

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

Starting at

Free

I

Iris López

Por dónde empiezo · Socios AEPA

Una sesión de 30 minutos para socios de AEPA Ourense, sin coste ni compromiso.Me cuentas cómo llevas ahora tus facturas y tus números y qué te gustaría resolver. Vemos dónde se te atasca y te digo cuál sería tu primer paso para tener tu negocio ordenado y tus números claros.Es por videollamada. Si estás en Ourense y lo prefieres, podemos vernos en persona: indícalo en el formulario y te escribo para quedar.Si después decides seguir, por ser de AEPA tienes un 10 % de descuento en la Radiografía d...

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_15 Minute _Paid Discovery Call

Book a 15-minute Paid Discovery Call with me! $37.99Video meeting call: On this call, you will let us know what kind of help you need for your business. We will get to know you, our new potential client, and see if we can work together.Please complete and answer all the questions after payment is processed. This will help us prepare for our Zoom meeting.Thank you for choosing us for your Bookkeeping Service needs!One Purchase Per Client: Limit one purchase per client. Any duplicate purchases may...

Starting at

$37.99

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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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