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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 (328) Tax preparation (116) Financial planning (295) Bookkeeping (87) Insurance consulting (85) Estate planning (12)

Top legal & finance professionals

Natasha Carrillo

Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at
Free
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Diamond Senior Living

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at
Free
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Greg Wilson

Greg Wilson

Commercial loan Consultation

Describe your loan request.

Starting at
Free
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Gebr. Gadee_auto

Gebr. Gadee_auto

Discută cu Gadee despre Finanțarea Mașinii Tale

"Discută cu Gadee despre Finanțarea Mașinii Tale" reprezintă calea ta simplă și personalizată spre achiziția ideală a autovehiculului, oferind soluții de finanțare adaptate nevoilor tale.

Starting at
Free
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Stable Credit Academy

Stable Credit Academy

Personal Credit Consultation

Book a consultation with us for 30 minutes it’s a ($65.00) none refundable fee! To see if you meet our requirements for a done-for-you service or a DIY do-it-yourself service.

Starting at
$65.00
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Jamie Corby

Jamie Corby

60 Minutes

Join us for a focused 60-minute session to kickstart your financial strategy. In this meeting, we'll:Clarify Objectives: Deep dive into your financial goals and challenges.Discuss Solutions: Explore strategies tailored to your needs.Plan Next Steps: Outline immediate actions.We look forward to this session as an opportunity for our existing clients to refine strategies, address any new challenges, and ensure we're maximizing the value of our ongoing partnership.

Starting at
Free
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Islamic Finance Singapore (IFSG) and RizqX

Islamic Finance Singapore (IFSG) and RizqX

Halal Investments Mindmap Walkthrough

If you would like us to explain the more than 100 investments available for Singaporeans through our Mind map, then simply book here!

Starting at
SGD 75.00
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Olivia Hernández Monroy

Olivia Hernández Monroy

Asesoría para tu pensión IMSS Modalidad 40 Retroactiva

Hola has sido reservado una reunión para recibir una asesoría para maximizar tu pensión IMSS Modalidad 40 Retroactiva.Olivia Hernández MonroyEspecialista en Modalidad 40 RetraoactivaTelefono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Dawn Franklin

Dawn Franklin

Life Insurance Consultation

Book a 15 minute meeting with me! Discovery call on starting the right life insurance policy for your needs. That's really all it takes.

Starting at
Free
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Cynthianna Powell

Cynthianna Powell

Estate & Authority Signing

For Powers of Attorney, Wills, Advance Directives, and other estate planning documents. Our notaries are trained to handle sensitive legal signings with clarity, care, and Oregon compliance.Includes:Up to 4 notarized signaturesOption to add witnesses (additional fee)Mobile service to homes or care facilitiesIdeal for attorneys, caregivers, and families preparing life-planning documents.What happens next?You'll receive a confirmation email with all the details. Your responses will be reviewed and...

5 (1 review)
Starting at
$65.00
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Michelle Abbott

Michelle Abbott

Electronic Apostille with Notarization

This is for Apostille related Notarizations with 406 Notary Service via Virtual Notarization/Remote Online Notarization.$195 for the first document$95 for each additional document.Once you have finished making your appointment, you will be redirected to my Dropbox file request. You do not need a Dropbox account to do this.

Starting at
Free
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Assaf Ben David

Assaf Ben David

Speed Legal: 20 minute (online) Legal consultation for early stage startups

Book 20 minutes (online) legal consultation session to get answers to your urgent questions.I'm an international commercial and startup attorney with over 10 years of experience.I help early stage startups with legal and business aspects.I can help you with (partial list):Ideation / ValidationNDAs (confidentiality)Founder's agreements.Freelancer AgreementsReview your Pitch Deck. Distribution agreements.Pilot/Evaluation agreements.Service Provider AgreementsSaaS / Licensing agreements.Commercial...

Starting at
$79.00
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Llévame a Canadá 🇨🇦

Llévame a Canadá 🇨🇦

Affidavits / Notary Public / Declaraciones Juradas

Español: Scroll down for English:Como Comisionado de Juramentos, te ayudaré a formalizar documentos legales con validez en Canadá.¿Qué esperar de esta cita?Revisión del documentoConfirmación de tu identidadToma de juramento o afirmación solemnePresenciar la firma del documentoFirma y sello oficial.Si tu documento necesita un Notario Público, colaboramos con una destacada Abogada Cerificada en el Bar de Ontario para esos fines.Debes enviarme el documento a afirmar vía email a info@llevameacanada....

Starting at
Free
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Robin D. Schupelius

Robin D. Schupelius

Patientenverfügung / Vorsorgevollmacht

Gerne helfe ich Dir / Euch zum ThemaVorsorgevollmacht / Patientenverfügung / Betreuungsverfügung / Unternehmervollmacht / Sorgerechtsverfügungund auch zum ThemaTestamentonline per Zoom-Call.Falls Du Zoom noch nicht benutzt hast besuche bitte:zoom.us

Starting at
Free
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AJ Grant

AJ Grant

Tax meeting

This meeting is set to discuss taxes and to collect all paperwork necessary to do your taxes.

Starting at
Free
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Jennifer

Jennifer

Virtual Tax Preparation

Out-of-state clients and/or clients with limited schedule flexibility can schedule an appointment for virtual preparation.

Starting at
Free
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Dustin Wong

Dustin Wong

Tax Documents Drop off

Book a meeting with me for 20 minutes! I'll take a quick look at the tax documents for the year as well as skim through the tax organizer to see if there are any questions I may have or things that may be missing to complete the tax return and answer any quick questions.

Starting at
Free
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Tax Smartermo

Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at
Free
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Ager & Co

Ager & Co

Declaración de la renta - fuera de plazo (posterior al 30/06)

El servicio incluye la atención personalizada al contribuyente, el asesoramiento y la explicación del impuesto a presentar. Emisión de la carta de pago, liquidación telemática del impuesto o solicitud de aplazamiento/fraccionamiento. Honorarios:· 100€ (iva incluido)No incluye:Pago de la cuota del impuesto, pago de recargos o sanciones por presentación en fuera de plazo, contestación a alegaciones, requerimientos futuros. Asesoramiento posterior a la cita.

Starting at
€100.00
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Diamond Senior Living

Diamond Senior Living

Meet with Richard

"Unlock Your Financial Potential"Meet with Richard, our expert financial advisor, for a quick, personalized session designed to help you achieve your financial goals. Whether you're planning for retirement, saving for a big purchase, or just looking to improve your financial health, a consultation with Richard can put you on the right path. Schedule your session today and take the first step toward a brighter financial future.Notable Accolades:Chief Business Officer of Meridian Venture PartnersE...

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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