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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 (385) Tax preparation (110) Financial planning (339) Bookkeeping (75) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

Carlos J. Ruano

Carlos J. Ruano

Consulta simple presencial o telefonica

Reserva consulta para cualquier duda legal concreta.

Starting at
€60.00
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James Dietz

James Dietz

Build your Custom plan with me:

Personal Insurance Comparisons & New PlansI look forward to the opportunity to serve you with flexible and reliable insurance that are tailor-made to fit your needs and budget. I work with individuals, families or even if your employer insurance is to costly on a monthly basis. There's always a solution for my clients!James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

Starting at
Free
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Tanya Johnson

Tanya Johnson

Commercial Lines Insurance Consultation - 30 Minutes

Please select this option if you have questions about commercial auto, workers compensation, commercial general liability, or businessowners policies.

Starting at
Free
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Quinn Fournier

Quinn Fournier

Insurance Intro

Welcome! I’m Quinn Fournier, and I’m here to guide you through the best insurance and investment options for your family. Let’s connect and explore how we can build a solid financial plan that fits your needs. Choose a time for our introductory call, and we’ll begin crafting your path to financial success. A Zoom link will be emailed to you.

Starting at
Free
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Dani Trujillo

Dani Trujillo

Finance Tips&Tricks!

Book a meeting with me for 60 minutes to talk about your life finances and the strategies there are out there that could work for you :)Ps:[Don't forget to book your local and correct time zone when booking a slot. It's right above the calendar :)]

Starting at
€50.00
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Keana Spencer

Keana Spencer

60 Minute Meeting

This 60-minute session is designed to provide personalized guidance based on your unique goals, questions, or challenges. Whether you need strategic insight, financial clarity, tax direction, or general support—this time is yours to use how you need it. Once booked and paid, you'll receive a link to schedule your session.

Starting at
$175.00
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Jessica Holm

Jessica Holm

Discovery

In this First One on One Meeting, Jessica will welcome you and provide a concise overview of how our services help individuals and families learn how to make their money work for them.Expect a personalized, 60-minute session with a focus on your goals, offering actionable next steps and clear answers to your questions. Attending will give you clarity on our offerings and how they can support your financial objectives.

Starting at
Free
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Marck Muñoz

Marck Muñoz

Asesoría Financiera con un Especialista Certificado (CNSF / SHCP)

Sesión Estratégica ALLZ | Protección e Inversión InteligenteRevisamos tu situación y definimos la mejor estrategia en:• Seguro de Gastos Médicos Mayores • Plan Personal para el Retiro (PPR) • Seguro de Vida • Inversiones inembargables • Seguros empresariales y patrimonialesTe llevas claridad sobre qué contratar, cuánto aportar y cómo estructurarlo correctamente.Duración: 30–60 minFormato: Videollamada por Google MeetProtege hoy lo que tanto te ha costado construir.

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Sparen mit physischen Edelmetalle

Transparent. Unabhängig. Individuell. - Investieren wie die oberen 1 % in DeutschlandIn diesem Termin erfährst du, wie du mit Edelmetallen wie Gold, Silber & Technologiemetallen gezielt Vermögen aufbauen und absichern kannst. Wir sprechen über die Vorteile physischer Edelmetalle, sinnvolle Einstiegsstrategien und langfristige Konzepte.Anhand der Lösungen von Golden Gates zeige ich dir, wie du Edelmetalle flexibel kaufen, per Sparplan investieren und sicher lagern kannst. Ziel des Gesprächs i...

Starting at
Free
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Dan Mendoza

Dan Mendoza

Mortgage Review & Check-In with Dan

This is a complimentary mortgage review for my past clients either via Zoom or in-person in Tracy, CA.Whether you purchased recently or a few years ago, this check-in helps us ensure your current loan is still the best fit for your goals. We’ll review your rate, equity, and future plans to identify potential savings or opportunities.Looking forward to reconnecting and seeing how I can continue to support you!

Starting at
Free
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Piero Di Bello

Piero Di Bello

Prenota la tua Consulenza Gratuita

Proteggi la tua Famiglia e 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. Pianificazione...

Starting at
Free
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Phyllis Krieger

Phyllis Krieger

30 Minute FREE Virtual Consultation

I look forward to meeting with you and seeing how I can help you have a more secure financial future.

Starting at
Free
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Limitless Capital

Limitless Capital

Comprehensive financial planning, HNI/NRI consultations, PMS/AIF discussions, or deep-dives into tax and retirement planning.

A holistic deep-dive into your financial future.This 60-minute intensive session is for serious investors looking to build or restructure their entire wealth roadmap. We will look “beyond boundaries” to create a sophisticated strategy that covers all aspects of your financial life.Ideal for:• HNI & NRI Investors: Specialized planning including PMS, AIF, and taxation.• Full Financial Lifecycle: Retirement planning, child education, and estate planning.• Asset Allocation: Detailed structuring...

Starting at
Free
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Samantha DeBois

Samantha DeBois

Quick Fit Calls

This 20-minute introductory call is for prospective clients who want to discuss service needs, provide basic background information, and determine next steps. It is designed to help both parties decide whether the engagement is a good fit.Please note: this call does not include detailed review, research, troubleshooting, or specific tax/bookkeeping guidance. If you need advice or document review, a paid appointment will be the better option.

Starting at
Free
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Vinoth Babu

Vinoth Babu

Tirunelveli Sripuram Office - 15 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at
Free
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Chantea Nixon

Chantea Nixon

Test with a Friend – Guided RON Training Session

Experience a complete Remote Online Notarization workflow from both the signer and notary perspectives.This 1:1 90-minute session includes:Real-time platform walkthrough (BlueNotary)RON scripting practiceResource access (scripts, videos, referral link)Performance feedback

Starting at
$95.00
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Grupo FM

Grupo FM

Naturalização por Casamento com Cidadão Italiano

Esta consultoria é ideal para mulheres ou homens casados(as) com cidadãos italianos e que desejam iniciar o processo de naturalização por casamento (naturalizzazione per matrimonio).Ao longo dessa reunião individual, você receberá:Uma explicação clara sobre quem tem direito à naturalização por casamentoDetalhamento completo sobre os prazos mínimos (2 anos morando na Itália ou 3 anos no exterior)Como funciona a redução dos prazos pela presença de filhosChecklist completo da documentação exigida (...

Starting at
€100.00
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Michael Glowacki

Michael Glowacki

Intro to R&D Tax Credits - 10 to 20 minute Call

In this introductory call, I will simplify the Research and Development [R&D] Tax Credit and help you understand how your business may qualify to receive it. My team will do all the hard work of preparing the Research & Development Tax Credit Study on the front end, and we can work together hand in hand with your CPA to amend and file the necessary documents.My responsibility is to make the process straightforward for you to understand so you can focus on doing what you do best – running...

Starting at
Free
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Ranjith Sasi

Ranjith Sasi

Let's talk finance !!

"Let's talk" is a quick 10-15 call designed such that we can have a quick chat, get to know each other and quickly touch on the basic foundation of personal finance and how we can help YOU reach your financial goals through financial planning, budgeting and continuous education on building and retaining wealth.

Starting at
Free
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Joseph

Joseph

Fixed-Income Investment

The purpose of this meeting is to introduce you to our fixed-income investment solutions.

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 4.7 out of 5.

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