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

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

E

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

J

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

R

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

A

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

M

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

C

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

N

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

I

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

C

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

S

SilviaPutzuluCDL

Lavoro SMART - Coffee Time 15min.

Prendiamoci un caffè insiemeCi 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

Free

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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