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 (370) Tax preparation (108) Financial planning (339) Bookkeeping (77) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

M

Marck Muñoz

Asesoría Financiera con un Especialista Certificado (CNSF / SHCP)

Sesión Estratégica ALLZ | Protección e Inversión InteligenteRevisamos tu situación y definimos la mejor estrategia en:• Seguro de Gastos Médicos Mayores • Plan Personal para el Retiro (PPR) • Seguro de Vida • Inversiones inembargables • Seguros empresariales y patrimonialesTe llevas claridad sobre qué contratar, cuánto aportar y cómo estructurarlo correctamente.Duración: 30–60 minFormato: Videollamada por Google MeetProtege hoy lo que tanto te ha costado construir.

Starting at

Free

E

Enrico Kalinka | Peak Finances

Sparen mit physischen Edelmetalle

Transparent. Unabhängig. Individuell. - Investieren wie die oberen 1 % in DeutschlandIn diesem Termin erfährst du, wie du mit Edelmetallen wie Gold, Silber & Technologiemetallen gezielt Vermögen aufbauen und absichern kannst. Wir sprechen über die Vorteile physischer Edelmetalle, sinnvolle Einstiegsstrategien und langfristige Konzepte.Anhand der Lösungen von Golden Gates zeige ich dir, wie du Edelmetalle flexibel kaufen, per Sparplan investieren und sicher lagern kannst. Ziel des Gesprächs i...

Starting at

Free

P

Phyllis Krieger

30 Minute FREE Virtual Consultation

I look forward to meeting with you and seeing how I can help you have a more secure financial future.

Starting at

Free

L

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...

5 (1 review)

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

G

Grupo FM

Naturalização por Casamento com Cidadão Italiano

Esta consultoria é ideal para mulheres ou homens casados(as) com cidadãos italianos e que desejam iniciar o processo de naturalização por casamento (naturalizzazione per matrimonio).Ao longo dessa reunião individual, você receberá:Uma explicação clara sobre quem tem direito à naturalização por casamentoDetalhamento completo sobre os prazos mínimos (2 anos morando na Itália ou 3 anos no exterior)Como funciona a redução dos prazos pela presença de filhosChecklist completo da documentação exigida (...

Starting at

€100.00

C

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

R

Richard S Anderson

General Notary Work

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

R

Richard S Anderson

Power of Attorney and Will Appointment

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

A

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

G

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

C

Consumer Interest First

15 Minute Meeting For Free Zoom Consultation

Unlock the path to financial freedom with a complimentary 15-minute Zoom consultation focused on credit restoration. With over 6 years of experience as a credit repair specialist, I provide tailored solutions for:- Restoring credit reports to their rightful status- Negotiating with debt collectors to alleviate financial burdens- Resolving consumer-related disputes and challenges- Navigating complex issues such as medical bills, evictions, and identity theftIdentity theft can be a daunting experi...

Starting at

Free

J

Jamie Corby

30 Minutes

Join us for a focused 30-minute session to kickstart your financial strategy. In this meeting, we'll:Clarify Objectives: Deep dive into your financial goals and challenges.Discuss Solutions: Explore strategies tailored to your needs.Plan Next Steps: Outline immediate actions.We look forward to this session as an opportunity for our existing clients to refine strategies, address any new challenges, and ensure we're maximizing the value of our ongoing partnership.

Starting at

Free

M

Matt Schuberg

Welcome Call

On this call, we'll discuss what's included in your financial plan and answer any questions you have. We'll call you at the phone number provided at the scheduled time.

Starting at

Free

D

Dawn Franklin

Annuity/Retirement Service

Book a 15 minute meeting with me! Discovery call to get information and assistance in setting up an annuity or retirement account.

Starting at

Free

A

Adam Fernandez

Business Discovery Call

Whether you're looking to bring financial education to your community or you're committed to growing your brand through a partnership, thanks for your interest in working together!Let's discuss your organization's needs and how I can support them.Free call. No gimmicks. No obligations.

Starting at

Free

G

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

T

The Savvy Accountant®

Catch Up Client Call!

Please schedule this call as soon as possible.Now that I’m returning from sabbatical, I’m opening a limited number of spots to reconnect with my community and support business owners who want clarity before tax season.Whether you’re a past client, someone I’ve spoken to before, or you’ve just been quietly watching from the sidelines — this call is your chance to get personalized guidance on your next steps.I’d love to talk through where you are, what you’re working on, and how I can help you mov...

Starting at

Free

L

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

Starting at

$75.00

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 4.9 out of 5.

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