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 (413) Tax preparation (120) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

Dan Jones

Dental | Vision | Hearing

Need a stand-alone Dental, Vision or Hearing plan?We have options available for any age with no health questions to qualify.If you provide the names of your preferred Dentists, Eye Doctors or Audiologist, I can find a plan that works with your preferred providers at a cost you can afford.

Starting at

Free

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Dan Jones

Extended Cancer, Cardio and Hospital Confinement Protection

A policy that pays you cash should you have a qualifying diagnosis or admission to a hospital can be a very affordable way of providing you needed cash to pay deductibles and Max Out of Pocket (MOoP) expenses as well as expenses not covered by medical insurance, like experimental treatments, travel expenses, time off of work etc.We have options available for any age, some with no health questions to qualify.Schedule a meeting to discuss these options and get a free, no obligation quote

Starting at

Free

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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

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

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

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

[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

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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Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at

Free

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Terri & Mark - Trapp Team

Redeem your gift certificate voucher

To prepare for your consultation and FNA. Please Gather your baseline documents and any questions you have on challenges or goals you have for your family. Any questions please leave a message

Starting at

Free

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Simon Skinner

DebtPanel

Our cutting-edge case packaging software is a game-changer in the Debt Management industry, delivering unparalleled efficiency and accuracy. Designed to manage your cases seamlessly from start to finish, our software boasts an advanced AI-powered decision engine, ensuring that each case is routed to the optimal product with precision and speed. What's more, our platform goes above and beyond by identifying the top-performing Debt Management and IVA companies for each case, delivering the best re...

Starting at

Free

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Donna Noyce

Cashflow Consultation

During this discovery call, we will conduct an in-depth overview of your cashflow (money in and money out) as it relates to billing, business solutions, and marketing. We will then analyze the compiled data and based on the findings, provide detailed reporting and/or end-to-end solutions. We will be covering:Payment Processing Methods In UseHow And How Much You Are Being BilledAreas Where There Is Room For Revenue (a.k.a. more money to your bottom line)Cost vs. BenefitsHow A New Solution May Hel...

Starting at

$500.00

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Ruthie Thee Truth

15 Minute Discovery Call

Welcome to Ruthie’s 15 Minute Discovery Call booking page!Looking to learn more about how to get your credit score to the next level? Or, perhaps you’re wanted to see a trusted professional to guide you through some financial hardships you may be facing right now?Well, look no further… Ruthie Thee Truth has exactly what you need to take your lifestyle from debt to dreams come true!With so many goals in life that simply can’t be accomplished without your finances and credit being in order, you wa...

Starting at

Free

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TheNerryGroup

Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£399.00

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TheNerryGroup

Business finance for Sole traders

Starting at

£399.00

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João de Saldanha

15 Minute Meeting

Book a discovery call with me for 15 minutes!

Starting at

€1.00

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João de Saldanha

30 Minute Meeting

Book a business meeting with me for 30 minutes!

Starting at

€50.00

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Amrit Rupa

Smart Money Investing Strategy

I help you understand, and find opportunities using analyst forecasts, institutional holdings, and insider trading data in the NYSE and NASDAQ

Starting at

$150.00

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Dr. Anthony Wilson

Initial Consultation

This meeting serves as an inviting introduction for potential clients eager to explore the valuable opportunities that Covenant Asset Solutions offers. During our discussion, we will cover essential topics according to your needs, including:- Understanding life insurance and its various options- Discovering living benefits and how they can enhance your financial security- The role of life insurance in effective estate planning- Strategies for wealth building through the utilization of life insur...

Starting at

Free

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Crystal

Financial Consultation

We will discuss your financial situation. The goal is to identify the gaps and evaluate how to get you to your goal.

Starting at

$500.00

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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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Best legal & finance professionals

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