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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 (413) Tax preparation (120) Financial planning (344) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

Sven Milder

Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at
Free
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Dr Marilyn

Dr Marilyn

PRIVATE MONEY LOAN CONSULT

BOOK YOUR LOAN CONSULT HERE If ANY of these conditions apply:NEED TO FIX UP YOUR PROPERTIES due to Storms or Pending Storm Threats, etc.?STRUGGLING TO GET THE MONEY YOU NEED to upgrade and protect your non-owner occupied properties for the long haul?LOOKING TO PURCHASE ANOTHER PROPERTYto buy, fix & flip or buy, fix & hold?NEED TO REFINANCE to pull Cash Out of your equity for professional development? New business ventures?? New Property Acquisitions?If you’ve got a deal, we’re here to re...

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(20 min ZOOM) Quick Conversation

This is a ZOOM Call for discussing quick topics (Flexible Topic Type)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Sense Ananti Group

Sense Ananti Group

Free 30 Mins Discovery Meeting

Thank you for scheduling a free 30-minute consultation with Sense Ananti Group!Consultation Structure:• 00:00-05:00 – Introduction• 05:00-20:00 – Client Situation Assessment• 20:00-25:00 – Service Package Presentation• 25:00-30:00 – Q&A/Wrap-Up/Next StepsWe look forward to helping you take the first step towards financial confidence!

Starting at
Free
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Justin Wells

Justin Wells

DROP Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket

Are you a state employee with DROP (Deferred Retirement Option Program) benefits? Without the right plan, you could lose tens of thousands to taxes or market risks.During this complimentary 30-minute consultation, we’ll help you:✅ Understand your DROP payout options and potential tax impacts.✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.✅ Create a personalized retirement plan to secur...

Starting at
Free
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Felix Schnella

Felix Schnella

Persönliche Finanzberatung

Du möchtest eine Beratung zu Finanz- und Versicherungsangelegenheiten?Wir beraten Dich in einem persönlichen Gespräch zu all Deinen Finanz- und Versicherungsangelegenheiten.

Starting at
Free
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Patti Bracey

Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at
Free
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Ensure Benefits

Ensure Benefits

BUSINESSES: Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is eligible to redirect taxes that your company already pays back to your bottom line as well as fund benefit enhancements for your employees.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best pr...

Starting at
Free
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Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at
$20.00
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Suzy Mallett

Suzy Mallett

Rendez-vous découverte – Gestion de patrimoine

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière et patrimoniale.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.L’objectif de cet appel n’est pas de vendre à tout prix !C’est de faire le point avec lucidité pour vérifier :si je suis la bonne personne pour t’accompagner,si mon approche correspond à ta manière de vivre et de décider,et si c’est le bon...

Starting at
Free
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SilviaPutzuluCDL

SilviaPutzuluCDL

Consulenza del Lavoro SMART 30min.

Consulenza SMART ONE to ONE di 30 minutiCi vedremo su Google Meet a questo link: https://meet.google.com/mbs-pepw-yueTi chiedo di essere puntuale all'appuntamento, o se dovessi ritardare o avere un contrattempo di chiamarmi al 377/0858395Dott.ssa Silvia PutzuluConsulente del LavoroSpecializzata in Contrattualistica, Welfare e Contenzioso

Starting at
€75.00
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Gabriela Díaz

Gabriela Díaz

Cooperativa

Asesoría personalizada del producto Cooperativa ICIC.Gabriela DíazEspecialista Cooperativa ICICTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Asesoría Adactia Seguros • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre seguro médico.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y empresarialesTus datos están seguros...

Starting at
Free
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Linda Rodriguez

Linda Rodriguez

New to Medicare

Book your personalized Medicare review or enrollment appointment now! Our team of expert advisors is ready to assist whether you're new to Medicare or looking to review your current plan. Please have your current medications (dosage & times per day) and doctors ready so we can ensure we pick the best plan for your healthcare needs. Take charge of your healthcare coverage - book today!

Starting at
Free
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Elite Consulting

Elite Consulting

📅 Consulenza di 30 Minuti - Offshore

Ogni anno guadagni 100 e te ne restano meno di 60. Con la struttura fiscale giusta, potresti tenerti fino a 95.Non parliamo di scorciatoie: parliamo di ristrutturazione fiscale internazionale, 100% legale e conforme. È quello che fanno già migliaia di imprenditori italiani — e quello che facciamo noi ogni giorno da 7 anni.Durante la sessione strategica analizziamo la tua situazione e ti mostriamo quanto potresti risparmiare concretamente con una struttura internazionale su misura per il tuo busi...

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Investment in Real Estate for Expats

In this session, we show you how to legally reduce taxes in Germany while building long-term wealth — using real estate.For a better use of both of our times and in preperation to our meeting, please follow the link and fill the self disclosure as detailed as possible: https://realestate.getformly.com/f/ToeFlFSpecifically for you as an expat, we take a look at the financing options, which would by applied on your residence permit situation.The key lever: leverage.👉 You invest primarily with ban...

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Erstgespräch - Steuern sparen und AV für Unternehmer

Willkommen zu unserem Erstgespräch.Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte Sie aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz Sie sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung, aber auch mit einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs haben Sie eine klare Entscheidungsgrundlage, ob eine Zusammenarbeit für Sie echten Mehrwert bietet...

Starting at
Free
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Angel Hartfield

Angel Hartfield

BookSmart Bookkeeping

Hi! How are you today? Thank you for scheduling your BookSmart Bookkeeping Session! This session is for those who already have a business established. Whether you want us to manage it all or just a little bit, we are here to manage your business so that you can exceed your goals and grow!

Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

Bookkeeping

Help clients get account information for business in order, organized, and set up. This can be done monthly, quarterly, or yearly.Organization of business incomes, expenses, sales, etc.DO NOT EXIT AFTER BOOKING. THERE IS A FORM TO FILL OUT IT WILL REDIRECT YOU TO.*** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward the pricing total. The price listed is a deposit on services....

Starting at
Free
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sFoundation Inc.

sFoundation Inc.

Free 45-min Bookkeeping Needs Assessment W

Book a free session with us!Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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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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