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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 (401) Tax preparation (113) Financial planning (337) Bookkeeping (78) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

Aura Trejo Almazan

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Dan Jones

Dan Jones

Turning 65

I'm turning 65 soon, now what? Medicare can be overwhelming and confusing. No doubt, you've received a lot of mail from different companies. Schedule this meeting to learn what you need to know about Medicare. We'll have in-depth conversation about Medicare choices, including understanding how Medicare works, what it covers and what it does not cover. What choices are there to cover what Medicare does not cover and what your needs are for prescription drug coverage, doctor accessibility, tra...

Starting at
Free
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Dan Jones

Dan Jones

Employee Benefits Enrollment Session

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at
Free
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Dan Jones

Dan Jones

Dental | Vision | Hearing

Need a stand-alone Dental, Vision or Hearing plan?We have options available for any age with no health questions to qualify.If you provide the names of your preferred Dentists, Eye Doctors or Audiologist, I can find a plan that works with your preferred providers at a cost you can afford.

Starting at
Free
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Dan Jones

Dan Jones

Extended Cancer, Cardio and Hospital Confinement Protection

A policy that pays you cash should you have a qualifying diagnosis or admission to a hospital can be a very affordable way of providing you needed cash to pay deductibles and Max Out of Pocket (MOoP) expenses as well as expenses not covered by medical insurance, like experimental treatments, travel expenses, time off of work etc.We have options available for any age, some with no health questions to qualify.Schedule a meeting to discuss these options and get a free, no obligation quote

Starting at
Free
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Kristina Heckel

Kristina Heckel

Connect & Review

This is a basic call to introduce myself, learn a little about you and your goals, and review your current coverage and needs.

Starting at
Free
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Jan Wetekam

Jan Wetekam

E-Commerce Call

Hallo liebe Verkäuferin, lieber Verkäufer,es freut mich sehr, dass du den Weg zu mir gefunden hast, um dein Geschäft in die besten Hände zu legen. Ob du bereits ein etablierter Händler bist und in Amerika expandieren möchtest oder gerade erst startest, du bist bei mir herzlich willkommen.Ich werde den für dich maßgeschneiderten Versicherungsschutz finden. Ich freue mich darauf, dich kennenzulernen.Um unseren Call bestmöglich vorzubereiten, wäre es hilfreich, wenn du mir ein paar Fragen beantwort...

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

Demonstração: Seguro de Responsabilidade Civil

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre seguro de responsabilidade civil. Este é um seguro importantíssimo nos dias atuais, onde quaisquer falhas, erros ou omissões na prática profissional, podem se tornar pedidos de indenização e grandes perdas financeiras e não-financeiras!Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - 20º andar...

Starting at
Free
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Prestaciones Empresariales / GMM Vida Grupal • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Prestaciones Empresariales como el seguro de gastos médicos mayores y el seguro de vida grupal.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...

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

[Executive Guard] Conversa com Adriano

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre como prevenir perda de renda em função de acidente ou doença, principalmente se você depende exclusivamente da sua condição de saúde para gerar renda.Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - sl 2005Curitiba, PR - 80.410-201valenterocha.com.br/executiveguard

Starting at
Free
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Jorge Méndez

Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at
Free
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Ensure Benefits

Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at
Free
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Humberto Fuenmayor

Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at
Free
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Michelle Salinas

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at
Free
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Kia A. Harris Tattegrain

Kia A. Harris Tattegrain

45 Min Nonprofit Consult Call

Determine a topic you would like to discuss and be prepared with questions and something to write with. Topics include starting a nonprofit, communications, fundraising, organizational development and more.

Starting at
$55.00
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Itzel Bennett

Itzel Bennett

Immigration Form N-400 Application for Citizenship

Immigration Form N-400 Application for CitizenshipJoin a focused 60-minute session with Itzel to explore the naturalization process for becoming a Lawful Permanent Resident (LPR) in the United States. You’ll receive guidance on eligibility, essential steps, and recommended study materials to prepare for the naturalization interview and test.This session is designed to clarify requirements, answer questions, and help you plan the path toward U.S. citizenship.Please be advised that there is a non-...

Starting at
$200.00
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Dan Carter

Dan Carter

General Consultation (30 minutes)

General consultation about crowdfunding offerings, regulatory filing requirements, cap table structure, executive consulting, shareholder meetings, corporate actions, offering marketing, and more. For IPO or exchange listing discussions, please book under the IPO booking type.Google Meet:To join the video meeting, click this link: https://meet.google.com/wax-fxvf-rzkOtherwise, to join by phone, dial +1 415-943-0095 and enter this PIN: 294 044 941#To view more phone numbers, click this link: http...

Starting at
$195.00
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InLine Legal

InLine Legal

Ask a Lawyer

Do you want to pick a lawyer's brain about your business, but are not yet ready for a part-time chief legal officer?Use this 75-minute chat to ask all your questions and walk away confident that you know the next steps.Please drop any files you want a lawyer to look over during your session in the dropbox link that will appear after booking.Please note that Samantha can only give legal advice on intellectual property matters nationwide. If your state specific issues are not related to Virginia,...

Starting at
$500.00
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InLine Legal

InLine Legal

Ask a Lawyer-Trademark Qs

I hope you enjoyed the 'What's in a Name?' training! If you've still got questions about how trademarkable your business, product, program or service's name or tagline is, let's figure out how to help! Grab a consult with a trademark lawyer to figure out how to make your trademark work best for your $$$$.

Starting at
$150.00
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Bradley Schmidt

Bradley Schmidt

Intellectual Property Fortress - 18 Hours

Six 3-hour sessions uncovering every competitor, patent troll, and technology roadblock in your path. We'll map the complete IP landscape so you launch with legal monopolies, not lawsuits. Know your enemies before they know you exist.

Starting at
$4,500.00
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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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