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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 (369) Tax preparation (105) Financial planning (340) Bookkeeping (75) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

Andrea García Marmolejo

Andrea García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada del producto Préstamos Sector GobiernoAndrea García MarmolejoEspecialista Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Erika García Marmolejo

Erika García Marmolejo

Préstamos IMSS

Asesoría personalizada para un Préstamo IMSSErika García MarmolejoEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Alexandre Dussourd

Alexandre Dussourd

📝 R2 - Analyse patrimoniale

Durée 90min Au programme : Présentation de votre étude de dossier et de la stratégie patrimonialePlanification par étape Objectif : Vous fournir une feuille de route claire et actionnable, avec un accompagnement régulier pour assurer la réussite de vos projets à long terme.

Starting at
Free
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Fabian Vizcaino

Fabian Vizcaino

Personal Equity Plan with Custom-Designed Whole Life Policy Application Meeting

This 60-minute meeting is designed to help you gather the necessary details and submit a proposal with an application for a custom-designed Whole Life Insurance policy. This unique policy will serve as the foundation for building your Personal Equity Plan – a strategy designed to create income-tax-free wealth while leveraging the policy as a financial asset to support your cash flow and lifestyle.During this session, we will: • Discuss your financial goals and needs. • Collect the required infor...

Starting at
Free
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William Zhang

William Zhang

Mortgage Consultation

Looking for more information about getting a mortgage or refinancing? Book a meeting here.

Starting at
Free
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Brendon Walker

Brendon Walker

The Business Lyfe - 45 Minute Meeting

Book Your Intro Strategy Session with Brendon Walker & TeamThank you for your interest in scheduling time with me. This session is designed to help you gain clarity, explore your financial goals, and discover the powerful investment opportunities available through Imagine Financial Group.Whether you're looking to grow your portfolio, increase cash flow, or find smarter ways to secure long-term wealth, this meeting will give you real insight and real options.What to Expect✔ A focused conversa...

Starting at
Free
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Brad Hamblen

Brad Hamblen

Refinance Consultation

This is typically a 15 to 30-minute ZOOM call – there’s a visual presentation, so please be on a laptop/desktop. Brad will review monthly payment options, itemization of closing costs, and expectations of the refinance process.

Starting at
Free
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Jennifer Garcia

Jennifer Garcia

Free Financial Analysis

Ready to take control of your finances? In this free 30-minute session, we’ll review your current financial situation and explore ways to help you protect your income, reduce debt, build savings, and plan for the future. No pressure—just real help and personalized guidance.

Starting at
Free
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Ben

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
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Cory Burnett

Cory Burnett

FNA Recommendations

After conducting your financial needs analysis, this is where you receive your recommendations on what you can lock in place to secure your future. From saving and investing, to protecton and estate planning, we will give you the best recommendations tailored to your desires and financial goals.

Starting at
Free
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Cory Burnett

Cory Burnett

Strategy Implementation

After receiving the education and reviewing your financial needs recommendations, put your education into action. Implement your recommendations to place your financial future on wheels, by implementing our products and / or services. Implementation of your plan is key to financial success.

Starting at
Free
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Gerson Sayago

Gerson Sayago

Restaura tu Crédito hoy - Consulta gratis 20 minutos

Evaluamos tu reporte de crédito para identificar errores, oportunidades de mejora y estrategias personalizadas para aumentar tu puntaje

Starting at
Free
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Valencia Bounds

Valencia Bounds

🗝 Corporate Overview

LET'S TALK!Learn more about who we are, what we do, and the ways we partner with our clients to establish actionable financial plans.

Starting at
Free
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Caleb Bale

Caleb Bale

The What-You-Need-To-Do-Next-With-Your-Money Session

Just a one-on-one meeting with me! Tell me about your financial situation and I'll come up with practical steps in THIS session for how you can move towards financial freedom through paying off debt, saving, and investing for the future.

Starting at
$85.00
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Caleb Bale

Caleb Bale

1 on 1 Budget Help

Budgeting isn't easy! If you have budgeting questions, I can help you feel more confident in how you track your expenses and plan for your bills. If you aren't a numbers person, this session is for you because I'll help you figure out exactly what you need to do to budget successfully.

Starting at
$85.00
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

5/ RDV d'équipe : 1h30

C’est le moment de faire un point sur l'état d'avancement de ta situation, mettre à jour ton dossier ou d’apporter des réponses à tes questionnements.

Starting at
Free
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Anita Hale

Anita Hale

Virtual | Buyer/Refi/Home Equity Consultation

Financing a home can be very Overwhelming! If you don't know where to started, prepare, or find a good lender. You have reach the right person to help you navigate the process of Buying a new home or Refinancing your current home!#NMLS 1986603 EQUAL LENDER OPPORTUNITY

Starting at
Free
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Ian Webber

Ian Webber

One to One Consultation 40 minutes

One to One Consultation. This 40 minute session allows you to ask any questions or queries you have for accounting or business matters.Burning tax question?

Starting at
£35.00
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Jennifer Dial

Jennifer Dial

Budgeting Discovery Call

Set up a free 20 minute consultation so we can discuss your needs and see if we're the right fit to work together.

Starting at
Free
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Sara Griffin, AFC®

Sara Griffin, AFC®

Employee Wellness Planning

Are you ready to take your employees' personal lives to the next level? By investing in their well-being, you can build a strong sense of community and work culture that shows your team you care about their success. Recent studies show that personal and professional lives are intertwined, and by making a positive impact on their personal lives, you can also boost their work performance.Let's get started and build a personalized employee financial wellness program that will benefit your team. As...

Starting at
Free
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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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