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 (121) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

M

MARCO PISCITELLI

PitchLaw-Marco

PitchLaw-Marco

Starting at

Free

J

Jure Progress

Diagnóstico estratégico de propiedad intelectual

Analizamos de forma integral tus activos intangibles, riesgos jurídicos y oportunidades de protección para construir una visión clara de lo que debe protegerse, corregirse o fortalecerse.Objetivo: identificar riesgos, prioridades y oportunidades.Aunque el servicio se ofrece a través de la plataforma Zoom en modalidad virtual, para las personas ubicadas en el área metropolitana de Monterrey también está disponible la opción de asistir de manera presencial a las reuniones en nuestras oficinas.

Starting at

MX$3,000.00

K

Kindergeld.eu

20 Minute Meeting (Olympus)

Book a 20-minute telephone consultation

Starting at

Free

D

Diaz Law NJ

Family / Divorce Consultation

Family and Divorce ConsultationBook a private consultation to discuss your family law or divorce matter. During this session, we will review your situation, answer your questions, and talk through your options moving forward. This is a safe space to share what you are going through and get clear, honest legal guidance on the next steps.What to expect:A confidential conversation about your case with a license attorneyAnswers to your questions about the divorce or family law processA clear outline...

Starting at

Free

A

Avvocato Michele Vitale

Consultation with Avvocato Michele Vitale (paid with stripe - retainer)

✅ Payment Received & Confirmed!Thank you for confirming your consultation. Your payment of €153 has been successfully processed.👉 FINAL STEP: Select your preferred date and time from the calendar below to schedule your 45-minute strategic video consultation with Avv. Michele Vitale.During our video session, we will:• Review the judicial lineage and evidentiary dossier for the Court with jurisdiction;• Address the implications of Law 74/2025 and constitutional arguments;• Define the exact d...

5 (1 review)

Starting at

Free

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

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

B

Ben

Discovery Call U-Tel Auditors

U-Tel Auditors specializes in uncovering hidden savings with no upfront fees.This call is a no-obligation opportunity to understand how our audit process works and explore how much your organization could recover or save.

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

G

Gregory Russell

2nd Follow-Up Meeting (1hr)

Thank you for booking this follow-up appointment.What to expect during this meeting:I will attempt to answer any question you might have reguarding our last meeting.I will show you how you can be able to prepare for you and your family's financial future.Hopefully if you're saticfied with what you are seeing maybe you will move forward with the process.

Starting at

Free

B

Benn Pople

RisKIT Live Demo: ICAAP, ILAAP and RRP Prebuilt Models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models for ICAAP, ILAAP and Recovery and Resolution Planning.In 45 minutes you will see the models working end to end, with transparent logic and a clear audit trail, plus how your team would own and operate them, and the licensing and support options.Built to cut delivery risk and cost against consultant-built alternatives. Bring your CFO, Head of Risk or model owner. The more technical the questions, the better.Tell us your...

Starting at

Free

A

Adriano Valente Rocha

Que tal incluir saúde nos seus planos?

Olá!Hoje em dia, com um mundo complexo, prazos apertados, pressão por resultados e toda sorte de cobrança, torna-se fundamental cuidar da saúde, do corpo e da mente. E, infelizmente, não dá para contar com o atendimento da saúde pública. Por isso, convido você a reservar um horário em sua agenda para conversarmos sobre saúde e bem-estar, com enfoque a conhecer o que há de melhor em cobertura médico-hospitalar, odontológica e atendimento para a saúde mensal em planos privados!Em até 40 minutos va...

Starting at

Free

D

Dan Jones

Health Insurance - ACA (Obama Care) or Alternatives - Not Medicare

The Open Enrollment Period (OEP) for Health Insurance is November 1 through January 15.You may qualify for a Special Enrollment Period (SEP) if you have a qualifying event, such as loss of coverage. There are other options that are not restricted by the OEP or SEP. Schedule time to talk about your health insurance options, including ACA ( Affordable Care Act, aka Obama Care ) or alternatives like Health Share Programs. We'll explore the pros and cons of each and focus on tailoring a plan to fit...

Starting at

Free

A

Ayooluwa Akande

Life Insurance Advisory - Free Consultation

A consultation to help you plan early and understand the importance of life insurance. We will explore the benefits, how to use it to protect your family, and how it can support long term planning and the transfer of generational wealth.

Starting at

Free

J

Jacob Miller

Your Call Back Request

Put the Kettle On - We'll Be in TouchPrefer a call to a calendar? Good news - so do most people.Pop your details in and one of the team will be in touch at a time that suits you.We'll come prepared, keep it simple, and if we can find you something better, we'll say so. If we can't, we'll tell you that too.Honest. Straightforward. No hold music.

Starting at

Free

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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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