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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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

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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

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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

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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

E

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

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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

A

Alexandre Dussourd

📝 R2 - Analyse patrimoniale

Durée 90min Au programme : Présentation de votre étude de dossier et de la stratégie patrimonialePlanification par étape Objectif : Vous fournir une feuille de route claire et actionnable, avec un accompagnement régulier pour assurer la réussite de vos projets à long terme.

Starting at

Free

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Fabian Vizcaino

Personal Equity Plan with Custom-Designed Whole Life Policy Application Meeting

This 60-minute meeting is designed to help you gather the necessary details and submit a proposal with an application for a custom-designed Whole Life Insurance policy. This unique policy will serve as the foundation for building your Personal Equity Plan – a strategy designed to create income-tax-free wealth while leveraging the policy as a financial asset to support your cash flow and lifestyle.During this session, we will: • Discuss your financial goals and needs. • Collect the required infor...

Starting at

Free

B

Book a Appointment

Dubai Global Holding

🇹🇷 Lütfen toplantınız için uygun bir gün ve saat ayarlayın.Toplantının verimli geçmesi için lütfen gerekli soruları ve belgeleri önceden hazır bulundurun.🇺🇸 Please arrange a convenient day and time for your meeting.In order for the meeting to be productive, please have the necessary questions and documents ready in advance.🇦🇪 يرجى تحديد يوم ووقت مناسبين لاجتماعكم. ولضمان نجاح الاجتماع، يُرجى تجهيز الأسئلة والوثائق اللازمة مسبقًا.🇷🇺 Пожалуйста, согласуйте удобный день и время для встречи.Чтобы вс...

1 (1 review)

Starting at

Free

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Brendon Walker

The Business Lyfe - 45 Minute Meeting

Book Your Intro Strategy Session with Brendon Walker & TeamThank you for your interest in scheduling time with me. This session is designed to help you gain clarity, explore your financial goals, and discover the powerful investment opportunities available through Imagine Financial Group.Whether you're looking to grow your portfolio, increase cash flow, or find smarter ways to secure long-term wealth, this meeting will give you real insight and real options.What to Expect✔ A focused conversa...

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

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Jennifer Garcia

Free Financial Analysis

Ready to take control of your finances? In this free 30-minute session, we’ll review your current financial situation and explore ways to help you protect your income, reduce debt, build savings, and plan for the future. No pressure—just real help and personalized guidance.

Starting at

Free

C

Christian Bell

Quick Phone Call - we call you

Book your quick, free, no-obligation phone call.We will call you at the requested time from 07393 302111 to your given number.Please note: We will only speak to the person who booked this call for your privacy unless you indicate otherwise. This includes leaving messages on answer machines, or people taking messages for you. Any messages left will be simply "Can I ask you to let (You) know that Chris Bell called?" We never give our company name.Before the call, if you can, please download and re...

Starting at

Free

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Claus M. Büttner | ERBMANUFAKTUR

20 Min. Express- Beratung mit Zufriedenheits- Garantie

20 Min. Express- Beratung mit Zufriedenheitsgarantie.Nicht zufrieden, dann Geld zurück.>>> scrollen und Wunschtermin anklicken <<<Wir beraten Sie zu den Themen:Immobilienverkauf (rund um den Nachlass)Erbengemeinschaft und ErbanteileNachlassabwicklung und - verwaltungPlanung von Nachlass, Stiftung und NachfolgeTestamentsvollstreckung,...ERBMANUFAKTUR | WIR erhalten WERTE.WIR RUFEN SIE ZUM GEWÜNSCHTEN TERMIN AN.Informationen zum Anbieter finden Sie in unserem Impressum.Informatio...

Starting at

€69.00

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Jane S Wilson, LLC | Immigration

Intro Meeting - FREE

This is a Complimentary meeting. Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

Starting at

Free

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DataSecure Va

EOR Compliance Consultation

Are you hiring remote staff through your own contracts? New Fair Work decisions expose businesses to serious legal risk.Our Philippines Employer‑of‑Record (EOR) service gives you: • Compliance with local & international employment laws • No risk of back‑pay or unfair dismissal lawsuits • Simplified administration: contracts, payroll, benefits handled for you • Skilled staff in the Philippines at cost‑effective ratesLet’s talk: schedule a call, we’ll run through how we shield your company and...

Starting at

Free

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Registered Migration Agent - Abeer M H Mafreg

30-Minute Migration Consultation

Book a consultation with A To Z Migration Australia for 30 minutes!

Starting at

A$160.00

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 4.7 out of 5.

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