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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 (377) Tax preparation (110) Financial planning (338) Bookkeeping (75) Insurance consulting (74) Estate planning (11)

Top legal & finance professionals

Kristina Heckel

Kristina Heckel

Connect & Review

This is a basic call to introduce myself, learn a little about you and your goals, and review your current coverage and needs.

Starting at
Free
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Jan Wetekam

Jan Wetekam

E-Commerce Call

Hallo liebe Verkäuferin, lieber Verkäufer,es freut mich sehr, dass du den Weg zu mir gefunden hast, um dein Geschäft in die besten Hände zu legen. Ob du bereits ein etablierter Händler bist und in Amerika expandieren möchtest oder gerade erst startest, du bist bei mir herzlich willkommen.Ich werde den für dich maßgeschneiderten Versicherungsschutz finden. Ich freue mich darauf, dich kennenzulernen.Um unseren Call bestmöglich vorzubereiten, wäre es hilfreich, wenn du mir ein paar Fragen beantwort...

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

Demonstração: Seguro de Responsabilidade Civil

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre seguro de responsabilidade civil. Este é um seguro importantíssimo nos dias atuais, onde quaisquer falhas, erros ou omissões na prática profissional, podem se tornar pedidos de indenização e grandes perdas financeiras e não-financeiras!Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - 20º andar...

Starting at
Free
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Prestaciones Empresariales / GMM Vida Grupal • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Prestaciones Empresariales como el seguro de gastos médicos mayores y el seguro de vida grupal.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos...

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

[Executive Guard] Conversa com Adriano

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre como prevenir perda de renda em função de acidente ou doença, principalmente se você depende exclusivamente da sua condição de saúde para gerar renda.Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - sl 2005Curitiba, PR - 80.410-201valenterocha.com.br/executiveguard

Starting at
Free
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Jorge Méndez

Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at
Free
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Humberto Fuenmayor

Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at
Free
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Michelle Salinas

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at
Free
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Lisa Allen

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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Liz Galvan

Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete 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...

Starting at
Free
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Ireen

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at
$195.00
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PhD. Alexandra Cevillano

PhD. Alexandra Cevillano

INTERVENCIÓN ESTRATÉGICA PARA GRANDES PATRIMONIOS.

Ha tomado una decisión que la mayoría posterga:Analizar su estructura patrimonial antes de que el riesgo se materialice.Esta intervención está diseñada para trabajar sobre la protección, organización y continuidad del capital en contextos jurídicos y regulatorios complejos.No es una sesión aislada.Es un proceso estratégico.Cómo se desarrollaAntes de la primera sesión, deberá completar un formulario estratégico.Este paso es obligatorio.La calidad de sus respuestas determina directamente la profun...

Starting at
$2,997.00
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Fedor Pankratov - Goldman Solutions

Fedor Pankratov - Goldman Solutions

Initial Consultation: UK Business & Investment Immigration

Initial Consultation: UK Business & Investment ImmigrationThis consultation is intended for individuals considering UK immigration through business or investment routes.During the consultation, you will understand: UK visa routes via business & investment options; Immigration process: visa, permanent residence & British citizenship; Our assistance options; We will aim to answer your immigration questions.Important Information: Please book only if planning to launch a business or inve...

Starting at
£120.00
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Ruth David

Ruth David

Refusal Consultation

Had your Canadian visa refused? Whether it’s for permanent residence, study, work, or visitor purposes, we're here to help you understand what went wrong—and what to do next.In this consultation, we carefully review your refusal letter and GCMS notes, assess the strengths and weaknesses of your application, and explain the factors that may have led to the refusal. Based on your unique situation, we’ll guide you through possible next steps—reapplying, appealing, or exploring other suitable pathwa...

Starting at
CA$100.00
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Amira Golden

Amira Golden

Full Estate Plan & Healthcare Docs

Full Estate Plan & Healthcare DocumentsComprehensive estate plan notarization, tailored to you.Your appointment covers notarization for comprehensive estate plans including 3 or more of the following estate planning documents:✔ Durable Power of Attorney✔ Uniform Statutory Power of Attorney✔ Healthcare Power of Attorney✔ Advance Healthcare Directive✔ HIPAA Authorization✔ Guardianship Designation✔ Texas Directive to Physicians✔ Living Will✔ Final Will & Testament✔ Trust& moreStarts at...

Starting at
$189.00
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Ruth David

Ruth David

Study Permit Consultation

Congratulations on your admission to a Canadian school!If you haven’t received an offer yet but are exploring your options—or need help understanding the study permit process—we invite you to book a Study in Canada Consultation with us.Now that you've taken the first big step, it's time to start preparing for your study permit. We know the process can feel a bit overwhelming, but you're not alone. Our experienced consultants are here to guide you every step of the way.With our Study Permit Consu...

Starting at
CA$120.00
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Hugo Ribeiro

Hugo Ribeiro

Company Creation / Criação de empresa

Book a meeting with me for 45 minutes! / Criar uma empresa ou atividade como trabalhador independente

Starting at
€70.00
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Ruth David

Ruth David

Spousal Consultation

Our Spousal Sponsorship Consultation is designed for Canadian citizens and permanent residents who are planning to sponsor their spouse or partner. If you're ready to take the next step in bringing your loved one to Canada, this one-hour session will give you the expert guidance and clarity you need.During the consultation, we will evaluate your eligibility and walk you through the sponsorship process. We’ll explain the required documents, key obligations, and what to expect at each stage. You'l...

Starting at
CA$120.00
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InLine Legal

InLine Legal

International Trademark Discovery Call

Thank you so much for reaching out for trademark assistance with InLine!With your client ready for expansion into the US, let's use this time to ensure your client is ready for trademark protection in the US and to create an estimate that you can budget from.Please answer the questions below to the best of your ability to make this meeting more efficient.

Starting at
Free
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Abogado

Abogado

Consulta informativa estafa financiera. Qubit Legal

Si ha realizado una inversión online y sospecha que puede ser un fraude en esta reunión:Analizaremos su casoComprobaremos si su inversión ha sido real o noLe informaremos de la estrategia para recuperar sus fondosLe explicaremos como trabajamosSomos abogados especializados en fraudes online. Tenemos formación especializada en regulación de productos financieros, no solo legal, sino también técnica, conocemos como funciona internet, los sistemas y la tecnología blockchain, por lo que podemos iden...

Starting at
€179.00
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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 4.9 out of 5.

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