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 (370) Tax preparation (107) Financial planning (336) Bookkeeping (76) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

L

Lloyd Law Firm, PLLC

Will/Deed Signings

Secure your date and time to execute your will or deed signing documents. Our experienced legal team will have your will or deed signing documents prepared for you and your witnesses to sign.Key Features:Location: In personPreparation: Please review your documents in advance and inform our legal team if there are any changes at least twenty (24) hours before your appointment.What to Bring: A valid form of Identification and two disinterested witnesses if applicable.Please prepare and arrive on t...

Starting at

Free

M

MARCO PISCITELLI

PitchLaw-Marco

PitchLaw-Marco

Starting at

Free

T

Teresa Browne-Parris

Parris Mobile Notary

Parris Mobile Notary & Apostille ServicesNeed a document notarized quickly and conveniently? Parris Mobile Notary service makes scheduling fast, easy, and reliable. Whether you require in-person mobile notarization anywhere in Pennsylvania, New Jersey or Connecticut or secure Remote Notarization, we are here to help on your schedule.*Please note a $10 deposit fee is required to confirm and secure your booking.We notarize a wide range of documents, including:Real estate closings & loan do...

Starting at

$10.00

A

AJ Grant

Tax meeting

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

Starting at

Free

J

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

D

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

T

Taxsmartermo

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

S

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

J

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

I

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 60.00

A

Andrea García Marmolejo

Prestamos IMSS

Asesoría personalizada del producto Prestamos IMSS para jubilados y pensionados.Andrea García MarmolejoEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

O

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

D

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

B

Broker Seguros

Plan de Retiro Privado 💵

💰 Ordena hoy tu dinero y construye un retiro con tranquilidadEsta sesión es para ayudarte a entender tu situación actual y comenzar a estructurar mejor tu futuro financiero, sin depender únicamente de lo que pase afuera.Ideal para:✅ Personas que quieren tener más control sobre su dinero✅ Profesionales o emprendedores que no tienen un plan claro de retiro✅ Quienes buscan proteger su futuro y tomar mejores decisiones financierasEn esta videollamada:✔️ Analizaremos tu situación actual ✔️ Identi...

Starting at

Free

E

Eagleview Financial

Financial Practice Review

Based on your personal financials:Review Key MatricsClient UpdatesMarketing AnalysisProblem Solving SessionTraining DevelopmentAgency UpdateOpen ForumCheck against your schedule and book a time with us to develop your practice.Eagleveiw Financial(510) [email protected]

Starting at

Free

P

Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Starting at

Free

C

Charles Edwards

Business Loan

Let’s Talk Funding!We have an approval rate of over 90%.Book your free 10–15 minute call to discuss your business loan options. We'll review your pre-qualification answers, answer your questions, and show you the best funding solutions for your unique situation — no pressure, no obligations.

Starting at

Free

V

Vince A.

Become a Referral Partner

Join us as we walk through our Referral Program, designed to reward you for introducing clients to our services. In this session, we’ll cover:How the program works and who qualifiesCompensation and reward structureThe services included under the referral programRules and compliance (can and can’t dos)How to get started and track your referralsThis meeting is your chance to understand how you can benefit while helping others gain access to professional bookkeeping, tax, and financial planning ser...

Starting at

Free

F

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

I

Ireen

Apostille & Document Authentication

Traveling, studying, or doing business abroad? We handle apostille certification and document authentication to ensure your paperwork is legally recognized overseas—making the process simple and stress-free.-Any Secretary of State Apostille processing (standard or expedited where available)-Document preparation and notarization (if required)-Certified translation services (if needed)-Optional mailing via UPS, FedEx, DHL or in-person returnPrice will vary based on number of documents, services ne...

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 4.9 out of 5.

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