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 (387) Tax preparation (110) Financial planning (337) Bookkeeping (76) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

Ryan Garrison

Passive Investing in Real Estate

Conversation with Ryan Garrison about lower risk investing in real estate projects.

Starting at

Free

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Corey M Stackhouse, CFP®

(45 min ZOOM) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

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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Dobromir Dikov

Excel Model Review (including a 60-minute live session)

Are your Excel models delivering the insights you need?Unlock the full potential of your models with a 60-minute Excel Model Review Session!Note: This session requires you to submit a financial model and questions you have in advance. That way, I can prepare for the session, and you can get maximum value out of it.Please submit your files to [email protected] after the session is confirmed.Book your session today, and I'll review your model file in detail, answer your burning questions, and pr...

Starting at

$300.00

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Song Yong

Introductory Meeting

We have helped hundred of professionals and their families manage their retirement planning and save on taxes.Book a meeting with me for 60 minutes to see how we can help you too.More on what we do in my LinkedIn profile page!https://www.linkedin.com/in/leesongyong/

Starting at

SGD 350.00

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Edwin Hernández • Adactia Seguros

Consulta Ahorro/Retiro 5 años • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Plan de Ahorro o Plan Personal de Retiro Deducible.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 con segurosSeguros de ahorro individuales y...

Starting at

Free

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Brad Hamblen

Annual Mortgage Review Call

I am here to review your loan for any opportunities to save on your loan or plan for a future purchase. On the call we will share 3-4 strategies to educate you further on.Please email me a copy of your most recent mortgage statement in advance of the call.([email protected])Looking forward to reconnecting with you!

Starting at

Free

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Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Starting at

Free

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Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Starting at

$250.00

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Dr. Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

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 4.7 out of 5.

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Best legal & finance professionals

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