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 (400) Tax preparation (111) Financial planning (337) Bookkeeping (79) Insurance consulting (80) Estate planning (12)

Top legal & finance professionals

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Sense Ananti Group

Free 30 Mins Discovery Meeting

Thank you for scheduling a free 30-minute consultation with Sense Ananti Group!Consultation Structure:• 00:00-05:00 – Introduction• 05:00-20:00 – Client Situation Assessment• 20:00-25:00 – Service Package Presentation• 25:00-30:00 – Q&A/Wrap-Up/Next StepsWe look forward to helping you take the first step towards financial confidence!

Starting at

Free

J

Justin Wells

DROP Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket

Are you a state employee with DROP (Deferred Retirement Option Program) benefits? Without the right plan, you could lose tens of thousands to taxes or market risks.During this complimentary 30-minute consultation, we’ll help you:✅ Understand your DROP payout options and potential tax impacts.✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.✅ Create a personalized retirement plan to secur...

Starting at

Free

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Felix Schnella

Persönliche Finanzberatung

Du möchtest eine Beratung zu Finanz- und Versicherungsangelegenheiten?Wir beraten Dich in einem persönlichen Gespräch zu all Deinen Finanz- und Versicherungsangelegenheiten.

Starting at

Free

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Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at

Free

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Ensure Benefits

BUSINESSES: Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is eligible to redirect taxes that your company already pays back to your bottom line as well as fund benefit enhancements for your employees.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best pr...

Starting at

Free

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Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at

$20.00

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Enrico Kalinka | Peak Finances

Kurzgespräch - Short Call

Kurzer Austausch zu Deinen Beweggründen, Vorstellungen & Zielen, bzw. deinen Fragen:Analyse deiner Möglichkeiten anhand deiner individuellen Ziele. Diese können Investment Möglichkeiten in Immobilien, sowie börsennotierten/nachhaltigen Anlagen oder auch physischen Edelmetallen sein.Gern auch per Telefon: 0151 70159522---------------------------------------Short consultation about your motivations, ideas, goals, or any questions you may have.Together we will look at your personal situation an...

Starting at

Free

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Suzy Mallett

Rendez-vous découverte – Gestion de patrimoine

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière et patrimoniale.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.L’objectif de cet appel n’est pas de vendre à tout prix !C’est de faire le point avec lucidité pour vérifier :si je suis la bonne personne pour t’accompagner,si mon approche correspond à ta manière de vivre et de décider,et si c’est le bon...

Starting at

Free

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Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Heute schauen wir uns eine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare,...

Starting at

Free

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Angel Hartfield

BookSmart Bookkeeping

Hi! How are you today? Thank you for scheduling your BookSmart Bookkeeping Session! This session is for those who already have a business established. Whether you want us to manage it all or just a little bit, we are here to manage your business so that you can exceed your goals and grow!

Starting at

Free

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Die MPU Berater - Sicher durch die MPU

Kostenloses Erstgespräch (Online oder Telefon) zur MPU Vorbereitung in Heidelberg/Mannheim

Wir melden uns gerne bei Ihnen für ein kostenloses Erstgespräch!Nutzen Sie unser kostenloses Erstgespräch, um zu erfahren, wie Sie sich optimal auf die MPU vorbereiten können! Besprechen Sie mit einem ausgebildeten Verkehrspsychologen (m/w/d) alles Wichtige für Ihre MPU. Sie erhalten einen kompletten Überblick über die weiteren Schritte, die möglichen Kosten und alles, was zum Bestehen der MPU in Ihrem Fall wichtig ist.Wenn Sie uns lieber persönlich anrufen möchten, erreichen Sie uns unter der k...

Starting at

Free

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Lloyd Law Firm, PLLC

JBA Consultation

Book a comprehensive 30-minute consultation with Lloyd Law Firm, PLLC to explore your legal needs in detail. This session is designed to thoroughly assess your situation and provide you with the best possible guidance.Key Features:Duration: 30 minutesLocation: Virtual Focus: Personalized assessment of your legal needsOutcome: Clear understanding of possible legal strategies and next stepsWhat to Expect:Initial Assessment: Brief review of your legal concerns and objectives.Discussion: In-depth c...

Starting at

Free

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ES ABOGADO EXTRANJERIA

LEXMOVEA.MX - CONSULTORÍA ONLINE

INFORMACIÓN IMPORTANTE SOBRE SU CONSULTAHorario y Duración: Entendemos que su tiempo es valioso y nuestro principal objetivo es cumplir estrictamente con el horario programado para su consulta. Sin embargo, la hora de comienzo debe considerarse aproximada. La atención personalizada que brindamos puede llevar a que una consulta anterior se extienda ligeramente más de lo previsto.En caso de que esto ocurra, le aseguramos que no afectará en absoluto a su cita. Una vez iniciada, su consulta tendrá l...

Starting at

€49.00

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Diserae Martinez

30 minute Case Consultation

During this consultation, you'll have the opportunity to present a brief overview of a potential case or challenges within a current case. I'll provide my initial impression based on the information available and outline how my expertise as a legal nurse consultant can support your case. Whether you need help analyzing medical records, identifying strengths and weaknesses, or determining next steps, this session will offer valuable insights to guide your legal strategy,

Starting at

Free

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Nichole Shelton JD MBA MSCTA

Black Law Street Directory - Featured Attorney Interview

Black Law Street, a national directory website that is launching soon, with the purpose of connecting potential clients with Black attorneys and legal professionals across various practice areas nationally.We would love to feature you in an interview for the Black Law Street YouTube channel and podcast, which can also be linked to your directory profile. The interviews should take no more than 10-15 minutes and can be done on Zoom with Nichole.Thank for agreeing to be featured on the site. Our g...

Starting at

Free

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DeTravius Bethea, Esq.

30 Min. Legal Consultation

ATTENTION: All meetings will be virtual until further notice. If we take you as a client, you will receive a $250 credit to your account for this call. In other words, this call will essentially be free. The video link will be in the calendar confirmation.

Starting at

$250.00

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Robert Cameron

Settle Mediation Services

County Court MediationCircuit Court MediationPre Suit Mediation Service

Starting at

$500.00

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Fox Valley Mobile Notaries and @MobileNotaries

Estate Planning Documents Mobile Notary Signing - 2 WITNESSES NEEDED

This is for Estate Planning Documents that you need signed with a mobile notary. WE WILL PROVIDE 2 WITNESSES.Includes:**Power of Attorney**Trust Documents**Estate Planning Documents (include Last Will & Testament)**Real Estate Documents

Starting at

$225.00

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Alejandra Medellin Castillo

Canadian Immigration Consultation

When it comes to immigration to Canada, having a proper guide is crucial for a successful journey. At Step Forward Immigration Services, we specialize in a wide range of immigration matters, ensuring you have the expertise you need on your side.Our consultations are conducted through Zoom, making our services accessible from anywhere, at a time that suits you best.Don't leave your immigration prospects to chance. Choose Step Forward Immigration Services and step confidently towards your Canadian...

Starting at

CA$157.50

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Eileen Ireland

GDPR 15 Minute Call

How can I help you with GDPR? Want to know more about any of our services -AuditsTrainingPolicy CreationDSAR / SARData BreachesOutsourced DPOBook in today for a 15 minute chat with Eileen.

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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