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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 (414) Tax preparation (121) Financial planning (341) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

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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Mandi Davenport

Mandi Davenport

Schedule Your Financial Consultation

Finding an answer is as easy as 1 -2 -3 Choose a time and date that we can chatAnswer the questions on the formShow up for the call - (set aside about 10+ minutes for this call)Unlock your financial future with our personalized consultation services at HolisticHarbor Financial. Whether you’re seeking expert advice on life insurance, annuities, or final expense coverage, our knowledgeable advisors are here to assist you.During your session, we will assess your unique financial needs, answer your...

Starting at
Free
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Anthony Pallarca

Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Starting at
Free
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Moses Nelson

Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at
Free
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Nate StJohn

Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at
Free
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Jamie Blair

Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at
Free
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Ryan @AlloFunding

Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at
Free
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Jerome Mance

Jerome Mance

Smarter than Money

The Smarter Than Money transformative purpose is to democratize wealth-building. By removing the barriers commonly associated with traditional business, banking and investing, our platform empowers a diverse range of individuals and communities to achieve financial freedom.

Starting at
Free
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Helen Prince

Helen Prince

Financial Future Mapping Session

Ready to take control of your financial future? In this personalised session, we'll discuss your financial goals and map out a clear path to achieving them using the SuperNodes simulator. Book your spot and see how you can accelerate your wealth and gain peace of mind about your financial future.

Starting at
A$97.00
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Andrea García Marmolejo

Andrea García Marmolejo

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEAndrea García MarmolejoEspecialista Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Gerardo Ammaury Flores Sánchez

Gerardo Ammaury Flores Sánchez

Pensión ISSSTE

Asesoría de 30 Minutos Pensión ISSSTEGerardo Ammaury Flores SánchezEspecialista Pensión ISSSTETelefono: 55 5550 9813 Ext.124WhatsApp: 52 55 1567 4975

Starting at
Free
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Michelle Smith

Michelle Smith

Accountant Power Hour

Need in-depth guidance - book a consultation with our accountant. If you want to provide a list of questions in advance you certainly can - it sometimes helps us to make sure we're prepared. We want you to go away with a clearer head feeling more confident about understanding your finances.PRICE: £300 (inc VAT)Payment TermsAs soon as you book you'll be sent a link to the payment page.Payment is non-refundable unless notice of cancellation is given at least 12 hours before the appointment. Cancel...

Starting at
£300.00
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Adam Hernandez

Adam Hernandez

Chat with Adam - Your Texas Mortgage Lender

Whether you're looking to purchase a new home, refinance your existing mortgage, or explore home equity solutions, I can offer personalized guidance tailored to your financial goals.I can help you understand the various loan products available, assess your eligibility, and determine the best strategy to secure favorable terms. This collaborative approach ensures you feel confident and informed as you make significant decisions about your home investment.Adam H. - Your Texas Mortgage Lender

Starting at
Free
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Client Success Manager

Client Success Manager

Credit Repair Consultation

Take the first step toward improving your credit with a Credit Repair Consultation. During this 15-30 minute session, we will:Review Your Credit Report to assess your current financial standing.Identify Negative Items impacting your credit score.Discuss Personalized Strategies to rebuild and strengthen your credit profile.Whether your goal is to qualify for a loan, secure lower interest rates, or achieve financial stability, we’re here to guide you. Book your consultation today and start your jo...

Starting at
Free
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ISA Consultora Contable y Fiscal

ISA Consultora Contable y Fiscal

(2)ASESORÍA 1:1 PERSONAS FÍSICAS

¿TIENES DUDAS SOBRE LA SITUACIÓN CONTABLE O FISCAL DE TU NEGOCIO?Estás en el lugar indicado, soy ISA Contadora Fiscalista independiente y consultora certificada. Mi propósito es ayudar a las MiPyMes, emprendedores, profesionistas o freelancer; a ordenar, estructurar y planificar sus finanzas para lograr el éxito en sus negocios!Por medio de esta asesoría podemos tratar temas como:Elegir el régimen fiscal más conveniente para ti.Obligaciones fiscales que debes cumplir.Nóminas y seguridad social.C...

Starting at
MX$1,300.00
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RedIntegration

RedIntegration

Eliminate your personal debt by self-banking with retirement funds!

Do you have personal debts that you are cycling every month?Credit cards, car payments, personal loans and student loans?Is this creating a drag on your personal financial goals and retirement savings?Does your abysmal debt-to-income ratio make you ineligible for a home mortgage?Is this crushing debt destroying your credit rating?Eliminate your personal debt by self-banking with retirement funds!Did you know that you can borrow from a 401(k) to pay these debts down and reimburse your own retirem...

Starting at
Free
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RROIEL ORTIZ

RROIEL ORTIZ

Executive Strategy Session

Step into a world where your business and financial future are treated with the utmost care and exclusivity. Our Executive Strategy Session is not just a consultation—it's a curated, one-of-a-kind experience designed for high-level business owners and professionals who demand the best.From the moment you book your session, our team takes care of all the details. We provide personalized accommodations, ensuring that every aspect of your experience reflects your unique needs and aspirations. Wheth...

Starting at
$17,000.00
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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 4.8 out of 5.

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