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 (402) Tax preparation (111) Financial planning (336) Bookkeeping (79) Insurance consulting (80) Estate planning (12)

Top legal & finance professionals

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Adriano Valente Rocha

Que tal incluir saúde nos seus planos?

Olá!Hoje em dia, com um mundo complexo, prazos apertados, pressão por resultados e toda sorte de cobrança, torna-se fundamental cuidar da saúde, do corpo e da mente. E, infelizmente, não dá para contar com o atendimento da saúde pública. Por isso, convido você a reservar um horário em sua agenda para conversarmos sobre saúde e bem-estar, com enfoque a conhecer o que há de melhor em cobertura médico-hospitalar, odontológica e atendimento para a saúde mensal em planos privados!Em até 40 minutos va...

Starting at

Free

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Ayooluwa Akande

Life Insurance Advisory - Free Consultation

A consultation to help you plan early and understand the importance of life insurance. We will explore the benefits, how to use it to protect your family, and how it can support long term planning and the transfer of generational wealth.

Starting at

Free

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MARCO PISCITELLI

PitchLaw-Marco

PitchLaw-Marco

Starting at

Free

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Connecticut Notary On-Demand

Connecticut Notary On-Demand

Connecticut Notary & Apostille Services On-DemandNeed a document notarized quickly and conveniently? Our Connecticut Notary On-Demand service makes scheduling fast, easy, and reliable. Whether you require in-person mobile notarization anywhere in Connecticut or secure Remote Notarization, we are here to help on your schedule.We notarize a wide range of documents, including:Real estate closings & loan documentsPower of Attorney, Wills & TrustsAffidavits & CertificationsMedical &am...

Starting at

$10.00

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Kindergeld.eu

20 Minute Meeting (Olympus)

Book a 20-minute telephone consultation

Starting at

Free

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AJ Grant

Tax meeting

This meeting is set to discuss taxes and to collect all paperwork necessary to do your taxes.

Starting at

Free

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Jennifer

Virtual Tax Preparation

Out-of-state clients and/or clients with limited schedule flexibility can schedule an appointment for virtual preparation.

Starting at

Free

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Dustin Wong

Tax Documents Drop off

Book a meeting with me for 20 minutes! I'll take a quick look at the tax documents for the year as well as skim through the tax organizer to see if there are any questions I may have or things that may be missing to complete the tax return and answer any quick questions.

Starting at

Free

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Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at

Free

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Diamond Senior Living

Meet with Richard

"Unlock Your Financial Potential"Meet with Richard, our expert financial advisor, for a quick, personalized session designed to help you achieve your financial goals. Whether you're planning for retirement, saving for a big purchase, or just looking to improve your financial health, a consultation with Richard can put you on the right path. Schedule your session today and take the first step toward a brighter financial future.Notable Accolades:Chief Business Officer of Meridian Venture PartnersE...

Starting at

Free

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Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

Starting at

Free

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GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Starting at

Free

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Corey M Stackhouse, CFP®

(45 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

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Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Starting at

Free

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Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Starting at

Free

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Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at

Free

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Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Starting at

Free

D

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at

Free

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Michelle Abbott

Electronic Apostille with Notarization

This is for Apostille related Notarizations with 406 Notary Service via Virtual Notarization/Remote Online Notarization.$195 for the first document$95 for each additional document.Once you have finished making your appointment, you will be redirected to my Dropbox file request. You do not need a Dropbox account to do this.

Starting at

Free

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Coventry Street Advisors

Book a 15 minutes call with an immigration advisor - Coventry Street Advisors

Coventry Street Advisors- 15-minute call.Please note: You will receive a Google Meets invite link via email once you book this call.

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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