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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 (328) Tax preparation (116) Financial planning (294) Bookkeeping (87) Insurance consulting (85) Estate planning (12)

Top legal & finance professionals

Gabriela Díaz

Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Gabriela Díaz

Gabriela Díaz

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEGabriela DíazEspecialista en Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Aura Trejo Almazan

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Dan Jones

Dan Jones

Turning 65

I'm turning 65 soon, now what? Medicare can be overwhelming and confusing. No doubt, you've received a lot of mail from different companies. Schedule this meeting to learn what you need to know about Medicare. We'll have in-depth conversation about Medicare choices, including understanding how Medicare works, what it covers and what it does not cover. What choices are there to cover what Medicare does not cover and what your needs are for prescription drug coverage, doctor accessibility, tra...

Starting at
Free
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Dan Jones

Dan Jones

Employee Benefits Enrollment Session

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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Dan Jones

Dan Jones

Dental | Vision | Hearing

Need a stand-alone Dental, Vision or Hearing plan?We have options available for any age with no health questions to qualify.If you provide the names of your preferred Dentists, Eye Doctors or Audiologist, I can find a plan that works with your preferred providers at a cost you can afford.

Starting at
Free
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Dan Jones

Dan Jones

Extended Cancer, Cardio and Hospital Confinement Protection

A policy that pays you cash should you have a qualifying diagnosis or admission to a hospital can be a very affordable way of providing you needed cash to pay deductibles and Max Out of Pocket (MOoP) expenses as well as expenses not covered by medical insurance, like experimental treatments, travel expenses, time off of work etc.We have options available for any age, some with no health questions to qualify.Schedule a meeting to discuss these options and get a free, no obligation quote

Starting at
Free
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TheNerryGroup

TheNerryGroup

30 Minute Initial Meeting

Book an initial 30 minute consultation so we can see how we can help you.Bespoke 30 minutes to go through any or all of the following topics to help you achieve your financial goals;Achieving your Financial GoalsMoney ManagementDebt ManagementSelf-Employed Tax efficiencyPersonal Mortgages and HousingBuy to Let and Commercial PropertyRetirement PlanningInvestmentsCost: £199Note:If you prefer a longer session instead, please book our 2 hour bespoke session£750

Starting at
£199.00
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Zehra Cheval

Zehra Cheval

Get investment ready!

PSA: Hitting the jackpot at the slots can feel like winning the lottery, but it's not a reliable way to secure your financial future.With real estate, you’re not relying on luck — you’re taking steps intentionally to make sure you end up where you want to be, with a secure financial future, not just for you, but for your future generations.Investing in real estate is a reliable way to build long-term wealth. It’s not impossible, it’s not just for the privileged and already wealthy, it’s a way ou...

Starting at
CA$399.00
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

2/ RDV de découverte (R1) : 1h30

C’est le moment d’appréhender vos besoins et vos objectifs de vie. Ce sera l’occasion de me remettre des documents habituels pour analyser votre situation financière et patrimoniale.

Starting at
Free
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

3/ RDV de préconisation (R2) : 1h30

C’est le moment de découvrir la stratégie patrimoniale en cohérence avec la prise en compte de vos besoins, votre situation du moment et les actions à mener pour atteindre vos différents objectifs.

Starting at
Free
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Client Success Manager

Client Success Manager

Business Credit Audit - Signature Concierge $249.99

Book a meeting with me for 30 minutes!

Starting at
$249.99
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Ryan Garrison

Ryan Garrison

Passive Investing in Real Estate

Conversation with Ryan Garrison about lower risk investing in real estate projects.

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min ZOOM) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Terri & Mark - Trapp Team

Terri & Mark - Trapp Team

Redeem your gift certificate voucher

To prepare for your consultation and FNA. Please Gather your baseline documents and any questions you have on challenges or goals you have for your family. Any questions please leave a message

Starting at
Free
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Simon Skinner

Simon Skinner

DebtPanel

Our cutting-edge case packaging software is a game-changer in the Debt Management industry, delivering unparalleled efficiency and accuracy. Designed to manage your cases seamlessly from start to finish, our software boasts an advanced AI-powered decision engine, ensuring that each case is routed to the optimal product with precision and speed. What's more, our platform goes above and beyond by identifying the top-performing Debt Management and IVA companies for each case, delivering the best re...

Starting at
Free
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Donna Noyce

Donna Noyce

Cashflow Consultation

During this discovery call, we will conduct an in-depth overview of your cashflow (money in and money out) as it relates to billing, business solutions, and marketing. We will then analyze the compiled data and based on the findings, provide detailed reporting and/or end-to-end solutions. We will be covering:Payment Processing Methods In UseHow And How Much You Are Being BilledAreas Where There Is Room For Revenue (a.k.a. more money to your bottom line)Cost vs. BenefitsHow A New Solution May Hel...

Starting at
$500.00
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Ruthie Thee Truth

Ruthie Thee Truth

15 Minute Discovery Call

Welcome to Ruthie’s 15 Minute Discovery Call booking page!Looking to learn more about how to get your credit score to the next level? Or, perhaps you’re wanted to see a trusted professional to guide you through some financial hardships you may be facing right now?Well, look no further… Ruthie Thee Truth has exactly what you need to take your lifestyle from debt to dreams come true!With so many goals in life that simply can’t be accomplished without your finances and credit being in order, you wa...

Starting at
Free
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TheNerryGroup

TheNerryGroup

Business finance for Sole traders

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at
£399.00
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Amrit Rupa

Amrit Rupa

Smart Money Investing Strategy

I help you understand, and find opportunities using analyst forecasts, institutional holdings, and insider trading data in the NYSE and NASDAQ

Starting at
$150.00
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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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