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 (401) Tax preparation (112) Financial planning (340) Bookkeeping (80) Insurance consulting (81) Estate planning (12)

Top legal & finance professionals

A

Assurconseils - L'assurance d'être bien couvert

Analyse approfondie – 60 min (CHF 100.–)

Objectif : Étude plus large de votre portefeuille, audit de vos assurances, comparatifs multi-compagnies ou stratégie globale de couverture.Un accompagnement structuré pour revoir votre situation dans son ensemble : analyse de l’ensemble de vos produits, recherche de doublons, évaluations des garanties, comparatifs ou stratégie de réorganisation. Idéal pour les indépendants, dirigeants ou familles avec plusieurs contrats.__________________________________Goal: a broader study of your portfolio,...

Starting at

CHF 100.00

B

Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

D

Dan Jones

Employee Benefits Enrollment Session Colonial Life

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at

Free

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Marcel Lashover

30 Minute Zoom Consultation

Want a face-to-face feel from wherever you are? Book a Zoom call 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 those appointments.

Starting at

Free

I

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

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Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

J

John Hill

Domestic Utility saving discussion

Book a meeting with me for 60 minutes! and let’s see if we can save you money on must pay bills

Starting at

Free

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Kristin Delfau

Starting Out, Starting Over

Who this is for:Starting Out: You are new to "adulting" and want to make sure that you are laying excellent groundwork for success.Suggested topics: Tax withholding on your paycheckManaging your taxes and limiting surprisesStarting to save for retirementThings to consider when buying a homeGetting the right car/home/renters insuranceUnderstanding your medical insuranceHow to start investingStarting Over: You are newly divorced, widowed or handling financial things for the first time on your own....

Starting at

$275.00

A

Adam Youhanna

Complimentary Mortgage Review Call

This call is where we dive deep into your short and long term goals for you and your family. This allows me as your Mortgage Advisor to really learn about you in order to provide a successful strategy that's unique to you. I am looking forward to speaking with you!

Starting at

Free

M

Marsha Y. Agbabiaka & Cameron Ellis

Wealth Building Roadmap

Can't wait to see you at our upcoming session! I'm beyond excited to guide you on a transformative journey that could change your future for the better. Together, we'll unlock potential opportunities and create the wealth-building roadmap that you deserve. Here's to growth, and financial freedom!

Starting at

Free

E

Eduardo Mendoza

Asesoría financiera personalizada para jubilarte con tranquilidad - Agenda tu consulta gratuita

Mi nombre es Eduardo Mendoza, soy un asesor financiero enfocado en ayudar a profesionistas y empresarios de PYME de entre 25 y 50 años a planear su futuro financiero en las áreas de ahorro, protección y retiro. Me gusta trabajar con personas proactivas que se preocupan por hacer crecer sus negocios al tiempo que protegen sus ingresos y planifican su retiro.Mi especialidad es cubrir las necesidades de ahorro, protección y retiro de mis clientes. Puedo ayudar a diseñar un plan personalizado de aho...

Starting at

Free

D

Danny GAO

Free initial consultant

Our first meeting is designed to get a clear picture of your current financial position and discuss how we can support you. Once you've scheduled the appointment, you'll receive a calendar invitation with a Microsoft Teams join link and access to our client portal. Before our session, please take a moment to complete the online fact-finding questionnaire on the client portal. This will allow me to prepare effectively and ensure our time together is well-utilized.

Starting at

Free

J

Jon Derkits

CML Capital Advisory

A full hour dedicated to your reviewing your financials and advising on sustainable debt options for your business.

Starting at

$499.00

T

Tammy

Debt / Credit Consultation 1 Hour Session

This is for you if you want to strategize and review to review finances, budget, & any debt or collection challenges.You agree to pay a one time non-refundable fee of $150 for a 1 hour session.

Starting at

$150.00

R

Rachel Moore

Juneteenth "Each One Teach One" Event

Join us on June 24th at 7pm CST and feed your mind at our Each One Teach One Event. Knowledge is power. We will be showcasing financial concepts geared toward safeguarding your family, understanding the power of taxation, estate planning and much more! Please register below and we will see you on June 24th.

Starting at

Free

T

Toni Colina

Business Meeting with Toni

A side business that can build your legacy, dream, and retirement, helping families achieve their financial goals. With a degree in Family Studies, I understand how financial stress is one of the biggest stressors in relationships. That’s why my passion for family life education is geared towards financial wellness for families, because many aspects of family relationships are impacted by finances. This is my way to advocate for children, enabling families to enjoy quality time without the burde...

Starting at

Free

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Erika García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada para la solicitud de un préstamo de Consumo Sector GobiernoErika García MarmolejoEspecialista Préstamos Consumo Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

B

BFR Consulting Services

Avec votre service pour discuter de n'importe quel aspect de votre situation financière.

Avec votre service pour discuter de n'importe quel aspect de votre situation financière.90 Euros par heure.

Starting at

€90.00

A

Andrea García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada del producto Préstamos Sector GobiernoAndrea García MarmolejoEspecialista Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

E

Erika García Marmolejo

Préstamos IMSS

Asesoría personalizada para un Préstamo IMSSErika García MarmolejoEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

Frequently asked questions

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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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