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

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Helpsinistre

Entretien d’orientation – 15 min

Premier échange gratuit par téléphone ou visioconférence avec un expert Helpsinistre. Permet de comprendre brièvement votre situation (accident, sinistre, litige) et d’identifier si un accompagnement plus poussé est pertinent.Durée : 15 minutes – Sans frais ni engagement. 🛡️ Confidentiel | 🔍 Évaluation initiale | 🇨🇭 Spécialistes sinistres suisses____________________________________Free initial discussion by telephone or videoconference with a Helpsinistre expert. This enables us to gain a brief...

Starting at

Free

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Fanny Snaith

Power Hour

Power Hour: 60 minutes to solve one money problemA confidential 60-minute session with Fanny Snaith to help you make a clear decision and take clean action on a specific financial issue.This is for you if you have been avoiding your finances, feel behind, or simply want an expert set of eyes on one problem so you can move fast.Examples of what we can solve in a Power Hour:Debt vs investing: what to prioritise next, and whyCashflow chaos: organising your money so it actually behavesBudget reset:...

Starting at

£155.00

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Somchay Nachampassack (Narich conseil)

6/ RDV de présentation Inovéa : 1h30

C’est le moment de découvrir l'opportunité Inovéa.

Starting at

Free

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Brittney Brock

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA? Before you do anything, it's important to understand all the places you can place money and how they work. I encourage you to schedule an educational Asset Allocation Meeting with me to talk about those buckets.

Starting at

Free

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Olivia Hernández Monroy

Asesoría Préstamos IMSS

Hola has sido reservado una reunión para recibir un préstamo IMSS.Olivia Hernández MonroyEspecialista Péstamos IMSSTelefono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

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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

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

K

Kris Smith

Ask a Bookkeeper

Need some help with your bookkeeping but don't really know where to start? Are you stuck and need some guidance working through a problem with your books?Whether you're grappling with categorizing transactions, confused about reconciliations, or would like some advice on how to set up or improve your accounting processes, we are here to lend a helping hand.Bring your questions, concerns, and any relevant documents, and we will work through the problem together. Note that screen sharing is encour...

Starting at

$100.00

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Medlen Bookkeeping

30 Minute Meeting

We’re excited to connect with you for a FREE 30-minute consultation.After you select your meeting date and time, you’ll be prompted to answer a few brief questions. Your responses will help us tailor the conversation to your needs and ensure we’re ready to address your goals efficiently and effectively

Starting at

Free

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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

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

S

Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at

Free

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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®

(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

T

TheNerryGroup

Peggy - Business finance for SME's

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

£350.00

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Joseph

Precious Metals Investment Review Meeting

This is about exploring the idea of investing in precious metals. You will learn about SWP, Strategic Wealth Presrvation company based in the Cayman Islands.You will learn how to open an account, start investing, where to keep your assets, and how to sell them in the future if necessary.

Starting at

Free

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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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Piero Di Bello

Consulenza Gratuita Online

Proteggi la tua Famiglia & la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazi...

Starting at

Free

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Steve Klinenberg

Fractional CFO Intro session

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 30 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Starting at

Free

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Ensure Benefits

Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is unknowingly overpaying taxes and missing opportunities to optimize benefit packages without increasing anyone's monetary contributions.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 practi...

Starting at

Free

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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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