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

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Stephanie Manley

Bestie Audit Action Session

Welcome to the Bookkeeper's Bestie Club! 🩷 This is your 1:1 Bestie Audit Action Session, your bonus for joining from the webinar.We’ll go over the form I sent you, turn your audit results into your first 90-day plan & leave time for your questions. Have the form filled out if you can, but don’t stress if it isn’t perfect. We’ll work through it together.Pick a time that works for you below. Can’t wait to dig in!

Starting at

Free

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Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

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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

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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

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Brittney Brock

Extended Cancer Protection or Life/Final Expense

Have concerns about some of these areas? Schedule a call to see what you may/may not qualify for.

Starting at

Free

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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

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Sana Hosseini

Sana Hosseini

Home loan appointment.

Starting at

Free

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Surya Padhi

Paid Consultation

Let us discuss. Sure Financial is here to help you with your unique need.

Starting at

$50.00

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Corey M Stackhouse, CFP®

(45 min IN PERSON) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

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John Hagerman

Free Retirement Audit

It takes more than money in the bank to create a great retirement, it takes a great plan. This conversation will give you an opportunity to explore how prepared you are, and where you need help. You'll get a lot of value from the chat, whether you sign up to work with John or not. Guaranteed. Click on the button to schedule your FREE audit.

Starting at

Free

S

Simon Skinner

igi

Are you seeking a reliable investment opportunity with a steady 2% monthly return? Look no further than igi's instant access accounts. Or perhaps you're seeking treasury management services that offer impressive returns for your company's investments. If you're a high net worth investor, we invite you to explore igi's professional funds, designed to maximize your investment potential and generate higher returns than our instant access accounts. Let's start a conversation about how igi can help y...

Starting at

Free

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Simon Skinner

igi Introducers

Are you looking for an exciting opportunity to introduce your clients to a reputable investment company with a proven track record of generating impressive returns? Look no further than igi! Our instant access accounts offer a steady 2% monthly return, while our treasury management services provide a great option for your company's investments. You can make up to 1% passive income for all funds you have introduced.

Starting at

Free

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Shane Rutledge

Multifamily Passive Investing Call - 30 Minutes

I’m excited you’re booking a call with me. I look forward to getting to know you and learning more about your investment goals. Please let me know if you have any questions or anything specific that you want to talk about to help me prepare for our meeting.

Starting at

Free

A

Amazing Financial LLC

Credit Repair

Help clients remove, settle, dispute, clean up, etc on their credit report.DO NOT EXIT AFTER BOOKING. YOU WILLL BE REDIRECTED TO NEXT STEP AND NEXT FORM. *** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward the pricing total. The price listed is a deposit on services. If you are unsure about the services needed and have not had a free consultation already, please book a free...

Starting at

Free

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sFoundation Inc.

Free 45-min Financial Projections W

Book a free session with us!Review your financial projections or pro forma.

Starting at

Free

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John Hill

Domestic Utility saving discussion

Book a meeting with me for 60 minutes! and let’s see if we can save you money on must pay bills

Starting at

Free

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Adam Youhanna

Complimentary Mortgage Review Call

This call is where we dive deep into your short and long term goals for you and your family. This allows me as your Mortgage Advisor to really learn about you in order to provide a successful strategy that's unique to you. I am looking forward to speaking with you!

Starting at

Free

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Marsha Y. Agbabiaka & Cameron Ellis

Wealth Building Roadmap

Can't wait to see you at our upcoming session! I'm beyond excited to guide you on a transformative journey that could change your future for the better. Together, we'll unlock potential opportunities and create the wealth-building roadmap that you deserve. Here's to growth, and financial freedom!

Starting at

Free

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Eduardo Mendoza

Asesoría financiera personalizada para jubilarte con tranquilidad - Agenda tu consulta gratuita

Mi nombre es Eduardo Mendoza, soy un asesor financiero enfocado en ayudar a profesionistas y empresarios de PYME de entre 25 y 50 años a planear su futuro financiero en las áreas de ahorro, protección y retiro. Me gusta trabajar con personas proactivas que se preocupan por hacer crecer sus negocios al tiempo que protegen sus ingresos y planifican su retiro.Mi especialidad es cubrir las necesidades de ahorro, protección y retiro de mis clientes. Puedo ayudar a diseñar un plan personalizado de aho...

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 4.8 out of 5.

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