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

D

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

Starting at

Free

T

Travis Lewis

Onboarding

Quick discussion on how we can serve you and your family most effeciently:Make sure all docs are signed (MyAmFam App access)Auto billingPreferred communicationWhat to expect from us as an agencyClaims & Office procedures.

Starting at

Free

A

Assurconseils - L'assurance d'être bien couvert

Analyse approfondie – 60 min (CHF 100.–)

Objectif : Étude plus large de votre portefeuille, audit de vos assurances, comparatifs multi-compagnies ou stratégie globale de couverture.Un accompagnement structuré pour revoir votre situation dans son ensemble : analyse de l’ensemble de vos produits, recherche de doublons, évaluations des garanties, comparatifs ou stratégie de réorganisation. Idéal pour les indépendants, dirigeants ou familles avec plusieurs contrats.__________________________________Goal: a broader study of your portfolio,...

Starting at

CHF 100.00

B

Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

D

Dan Jones

Employee Benefits Enrollment Session Colonial Life

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

I

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

M

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

A

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

R

Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Starting at

$250.00

L

Liz Galvan

Estate Plan Document Review (30min)

Estate Plan Doc Review AppointmentReady to review your documents? This 30-minute session is designed to go over your documents and answer any questions. After we review the documents we can help you set up your notary appointment. During this session, we’ll cover:• Review your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is s...

Starting at

Free

A

Aura Trejo Almazan

Trámites de Pensión

Reunión de 30 minutos Trámites de tu pensión.Aura Trejo AlmazánEspecialista Modalidad 40 Retroactiva yTrámites IMSS PensionesTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

S

Sign By The X

Real Estate Documents

Navigate the complexities of real estate transactions with ease by scheduling your real estate document notarization online. Our service is designed to efficiently notarize essential documents like deeds, mortgages, lease agreements, and more, ensuring a smooth and legally compliant property transaction.How to Schedule Your Appointment:Choose 'Real Estate Documents': Select this option to view our availability for notarizing real estate documents.Select a Date and Time That Works for You: Our ca...

Starting at

Free

C

Coventry Street Advisors

Персональная стратегия - оценка Вас по всем визовым категориям

Консультация 1 час с иммиграционным юристом от Coventry Street Services Limited.Стоимость включает в себя 60-минутную консультацию, а также предоставление документов, шаблонов и ссылок после консультации.Обратите внимание, что если вы поручаете нам работу над вашим кейсом, мы вычтем стоимость консультации из общей суммы оплаты.Примечание: Консультация будет проходить в Google Meets. После бронирования вы получите приглашение по электронной почте.

Starting at

£300.00

O

Oscar Arias

Kick-off meeting about Intellectual Property

How Can I Protect My Intellectual Property?In this 30-minute video call, we'll go over the basics of protecting your intellectual property. Whether you're looking to register a trademark, secure your copyrights, or apply for a patent, I'll provide expert advice. We'll answer your questions, explain the legal steps, and make sure your valuable assets are protected. This is a great chance to understand the process and make your project more secure. Let’s talk about how to protect what’s yours!

Starting at

$29.00

O

Oscar Arias

Administration of IP Portfolio

How Do I Manage and Expand my Intellectual Property Portfolio?In this 60-minute video call, we'll focus on how to effectively manage your pre-registered intellectual property rights, develop strategies to build a strong IP portfolio, and explore the steps for registering your IP in foreign markets. I’ll guide you through best practices for maintaining and leveraging your existing IP, as well as help you identify opportunities for growth and protection on a global scale. This session is designed...

Starting at

$60.00

A

Angeles Lawyers Advice

Green Card por EB2 NIW

Reunión de presentación de proceso EB2 NIW, para obtener la Green Card en EUA.Como es un proceso documental como primer paso, te requerimos tú resume, tu Curriculum Vitae o tu Hoja de vida laboral. Muchas Gracias!Muchas Felicidades, por querer hacer un cambio benéfico de Vida e irse a vivir a EUA y lograr su sueño americano.

Starting at

Free

T

Tevis Verrett

Legal Strategy Session (Non Client)

This is paid consultation, please prepare your questions beforehand to best effectively use this time.

Starting at

$200.00

B

Benn Pople

RiskTAE intro call (talent, advisory, training, RisKIT)

A short (20 minute), focused call to understand what you are dealing with and whether RiskTAE can support youTypical reasons people book this:hiring senior risk talent, interim leadership, or specialist delivery supportneeding advisory input, independent QA, or support through regulatory remediationexploring training options for risk teams, Boards, or regulated staffassessing whether our RisKIT ICAAP, ILAAP, or RRP models could accelerate your regulatory toolingIf you add two lines of context wh...

Starting at

Free

G

Grupo FM

Morar Legalmente na Itália: Documentação, Burocracias e Primeiros Passos

Nesta consultoria individual com um especialista da FM Cidadania e Imigração, você vai receber uma orientação prática sobre como se organizar para morar legalmente na Itália — seja com cidadania italiana, permesso di soggiorno ou visto.Vamos abordar:Quais vistos permitem residência legal e como aplicarComo funciona o permesso di soggiorno para estudo, trabalho ou famíliaO que fazer ao chegar na Itália: anagrafe, residência, tessera sanitaria, abertura de conta, etcComo encontrar moradia adequada...

Starting at

€100.00

N

Nikita Khodkov

Персональная стратегия: консультация по всем типам виз

Консультация 30 минут с лицензированным Иммиграционным юристом Coventry Street Services Limited.Стоимость включает в себя получасовую консультацию, а также предоставление документов, шаблонов и ссылок после консультации.Обратите внимание, что если вы поручаете нам работу над вашим кейсом, мы вычтем стоимость консультации из общей суммы оплаты.Примечание: Консультация будет проходить в Google Meets. После бронирования вы получите приглашение по электронной почте.

Starting at

£125.00

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 4.7 out of 5.

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