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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 (337) Bookkeeping (75) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

Anthony Pallarca

Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Starting at
Free
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Moses Nelson

Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at
Free
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Nate StJohn

Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at
Free
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Jamie Blair

Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at
Free
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Ryan @AlloFunding

Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at
Free
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Dr. Howard Polansky, DMD, MBA

Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at
Free
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Dr. Howard Polansky, DMD, MBA

Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at
Free
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Luca Bersella

Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at
Free
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Patricia C_Turning Pt Bookkeeping

Patricia C_Turning Pt Bookkeeping

Bookkeeping_15 Minute _Paid Discovery Call

Book a 15-minute Paid Discovery Call with me! $27.99Zoom call: On this call, you will let us know what kind of help you need for your business. We will get to know you, our new potential client, and see if we can work together.Please complete and answer all the questions after payment is processed. This will help us prepare for our Zoom meeting.Thank you for choosing us for your Bookkeeping Service needs!No Refunds for No-Shows Policy for Paid Meetings: If you fail to attend your scheduled meeti...

Starting at
$27.99
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sFoundation Inc.

sFoundation Inc.

20-min Discovery Call CPI

Book a 20-min discovery call with us.CFO and Bookkeeping Services.https://www.sfoundation.ioAsk us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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Elizabet Paez Rodriguez

Elizabet Paez Rodriguez

General Notarization

Join Elizabet Paez Rodriguez for a concise Notarization appointment. In this 15-minute session, your document will be notarized efficiently by a qualified notary, with ID verification and any required documentation checked to ensure compliance. Scheduled in the America/New_York time zone, this focused session provides a fast, professional notarization experience.

Starting at
Free
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Jasmine Howard

Jasmine Howard

Notary Intake Call – Let’s See What You Need

Book a quick 15-minute call so we can make sure you’re covered — whether it’s General Notary Work (GNW), a Specialty Form (like medical directives or loan docs), or Remote Online Notarization (RON).I’ll ask a few quick questions and we’ll schedule your appointment from there — mobile, online, or at a neutral location.Please have any documents or questions ready!

Starting at
Free
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Registered Migration Agent - Abeer M H Mafreg

Registered Migration Agent - Abeer M H Mafreg

Free 15 Minute Migration Consultation

Book a free Consulation withwith A To Z Migration Australia for 15 minutes!

Starting at
Free
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Adjuva Legal

Adjuva Legal

Free Consultation on PoSH by Utkarsh Srivastava

Join a complimentary 30-minute PoSH consultation with Utkarsh Srivastava for Adjuva Legal, scheduled in Asia/Kolkata time. Attendees can outline their specific concerns and receive focused guidance and practical next steps tailored to their organisation.Why attend: leverage Utkarsh's PoSH expertise to efficiently navigate obligations and strengthen your compliance program; please call or message 9582077784 at the scheduled time, or use the support link to connect.

Starting at
Free
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Martha, Montana's Motory Notary

Martha, Montana's Motory Notary

Free Discovery Session - 15 minute meeting

This is a free discovery session for us to meet to discuss the document(s) you're needing notarized and/or the documents requiring apostilles for use abroad.This introductory meeting will assist in providing a quote and to determine next steps.I look forward to meeting you!

Starting at
Free
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Christian Buitron

Christian Buitron

Probate Strategy Session

A fiduciary consultation to discuss estate timelines, valuation, and asset protection. We will review Full vs. Limited Authority and the best strategy for the property.

Starting at
Free
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Nikita Khodkov

Nikita Khodkov

Personalised strategy (NY deal): Consultation on all visa types with IAA immigration advisor

Initial consultation with a licensed Immigration Lawyer at Coventry Street Services Limited. Develop a tailored immigration plan to secure a straightforward path to British ILR and citizenship as well as discuss any immigration questions. The fee covers a 45-minute consultation and a follow-up with templates, links and steps discussed. Note that if you instruct us to work on your case within 1 week of the consultation, we will deduct the consultation fee from the total fee. A 20% VAT is automati...

Starting at
£90.00
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Immi Response

Immi Response

Employer Sponsorship Planning Consultation

For employers considering sponsorship, we offer a structured Employer Sponsorship Planning Consultation.What this consultation coversWhether sponsorship is realistic for your business and roleSuitable visa pathways and timing considerationsCost considerations over timePR planning where relevantPractical next steps tailored to your situationThis consultation is designed to give you clarity before you proceed.Consultation detailsFixed-fee planning sessionConducted by a registered migration profess...

Starting at
A$110.00
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Chantea Nixon

Chantea Nixon

NOTARYTODAY - 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 feedbackOriginal Pricing: $95NOTARYTODAY Pricing: $60

Starting at
$50.00
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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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