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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 (387) Tax preparation (109) Financial planning (337) Bookkeeping (77) Insurance consulting (80) Estate planning (12)

Top legal & finance professionals

Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

4/ RDV de suivi : 1h30

C’est le moment de faire le point de votre situation, mettre à jour votre dossier ou d’apporter des réponses à vos questionnements.

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Patty Concannon

Patty Concannon

Wealth Assessment

Book a meeting with me for 45 minutes!

Starting at
Free
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Fresh Start Credit Solutions

Fresh Start Credit Solutions

30 Minute - Monthly Credit Review (For Current Clients Only)

Book a meeting with me for 30 minutes!

Starting at
Free
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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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Jordan Wells

Jordan Wells

Bedrock Bookkeepers - Free 30 Minute Consultation

Let's talk about your bookkeeping needs and how I can potentially save you thousands of dollars. Select a date and time that works for you and you will be immediately scheduled in my calendar!

Starting at
Free
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Philippe Lucas

Philippe Lucas

Free Evaluation of Your Books

Let's Start With a Free AssessmentDuring this call, we will be reviewing your company's financial overall structure and current bookkeeping processes.You can choose between a phone, Zoom or Teams free consultation when booking the appointment. Under "Choose a Location", please click on the down arrow to see all 3 options.Looking forward to our conversation!Philippe LucasOwner & BookkeeperQuickBooks Certified ProAdvisorAccountability & Management Bookkeeping LLC

Starting at
Free
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Life & Taxes Advisory Solutions LLC

Life & Taxes Advisory Solutions LLC

Consultation with Kim for Bookkeeping

Consultations are billed at $150 per hour. During this time, we will discuss your bookkeeping software and/or bookkeeping clean-up.Meeting DetailsZoom link:Meeting ID:Please be prepared to share your screen and view mine (desktop works best).Meetings are scheduled back-to-back, so please arrive on time. You’ll be placed in a waiting room until your session begins to maintain confidentiality.Payment & PolicyOnce you book, you will be redirected to a PayPal payment page.Payment of $150 per hou...

Starting at
$150.00
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Ram Bavanari

Ram Bavanari

Explore Super visa& Visitor insurance with Ram Bavanari, United Life Financial

During this call you will get complete understanding on how Super visa and Travel insurance works, Also we provide you with instant quotes and recommendations

Starting at
Free
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Nigel Bettencourt

Nigel Bettencourt

Book a 30-Minute Meeting

Book a 30-minutes phone call with me!Standard [email protected]

Starting at
Free
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Diana Mays

Diana Mays

Medicare - Current Plan Benefits Review

Book a meeting to review the specific benefits in your current Medicare plan.

Starting at
Free
Book now
Michael Ferraro

Michael Ferraro

15m

I am looking forward to learning how I can help you grow your Medicare practice.Whether you need better paying insurance carrier contracts, or a more effective marketing plan, I can help!Schedule a Zoom meeting for a day and time that works for you, or call me at 1-800-852-1981 ☎️You can also text me anytime at 631-579-4894 📲

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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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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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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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Kennenlernen / Get to know us

Willkommen zu unserem Kennenlerngespräch.Heute geht es vor allem darum, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

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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Adv. Nedal Gorashi

Adv. Nedal Gorashi

In-Office Consultation

Secure a private, comprehensive 60-minute legal strategy session with Adv. Nedal Gorashi at our Dubai headquarters. This in-person consultation is designed for complex corporate structuring, high-stakes litigation review, and detailed legal guidance. Leverage 33 years of global legal mastery and 23 years of specialized UAE practice to protect your business interests.Location: NANZOGROUP Headquarters, Garhoud, Dubai. (A detailed map and office suite number will be provided in your confirmation em...

Starting at
AED 500.00
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Tevis Verrett

Tevis Verrett

Get To Know You Meeting

Networking 1:1 Meeting: Discovery to bring into my sphere of influence/referral network.

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 4.8 out of 5.

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