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 (411) Tax preparation (120) Financial planning (342) Bookkeeping (82) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

D

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

D

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

D

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

M

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

D

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

H

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

K

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

E

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

J

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

A

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

E

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

A

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

E

Eric

VA Claim Q&A (Education & Guidance)

Navigate the VA system with confidence.This educational session helps you understand your options, prepare documentation, and clarify next steps in your claim or appeal process. We’ll review what you’ve already done, what to expect next, and where to focus your energy.🧭 Note: Campfire Garage does not provide legal or accredited representation. These sessions are for educational guidance only until formal VA accreditation is finalized.

Starting at

$30.00

M

Mariama Stewart

Mobile Notary

Oaths, Acknowledgments, and Affidavits.Mobile Notary will be able to travel to you for you general notary needs.For immediate time sensitive notarizations feel free to call (804) 495-1517 EXT 0.Thank you for choosing leumaS Mobile & Electronic Notary Services, LLC

Starting at

$1.00

C

Christian Gottschling

15 Minuten Telefonat Erbengemeinschaft

Eine geerbte Immobilie, mehrere Erben – und ihr seid euch nicht einig?Genau dabei passieren die teuren Fehler. In 15 Minuten am Telefon erfährst du, welche Wege euch als Erbengemeinschaft offenstehen, was die Immobilie wert ist und wie ihr zu einer Lösung kommt, mit der alle leben können. Kostenlos und vertraulich.1. Termin wählenSuch dir unten einen freien Zeitpunkt aus.2. Kontaktdaten eintragenName, E-Mail und die Nummer, unter der ich dich anrufe.3. Kurz die Lage schildernWie viele Erben, wel...

Starting at

Free

A

Amira Golden

Mini Estate Plan & Healthcare Docs

Mini Estate & Healthcare PlanEstate & Healthcare plan essentials, Simplified. Notarized.Your appointment may include notarization for any 2 of the following essential documents:✔ Durable Power of Attorney✔ Uniform Statutory Power of Attorney✔ Healthcare Power of Attorney✔ Advance Healthcare Directive✔ HIPAA Authorization✔ Texas Directive to Physicians✔ Small Estate Affidavit✔ Living Will✔ Final Will & Testament/Self-proving Affidavit& moreStarts at $90 Book now for a seamless sig...

Starting at

$90.00

J

Jasmine Howard

Discovery Call: Individual IRS Issues 30 Mins

A 30-minute discovery call to review your IRS situation and explore potential resolution options. This is not a sales pitch — it’s a chance for us to understand your challenges, answer your initial questions, and outline possible next steps. You’ll leave the call with clarity on your situation and whether working together makes sense.

Starting at

Free

G

Gamaliel NIYONSABA

👉 Richiesta del permesso di soggiorno UE di lungo periodo

In questo incontro affronteremo passo dopo passo la procedura per richiedere il permesso di soggiorno UE per soggiornanti di lungo periodo. Sia gli stranieri che vogliono fare la domanda che gli operatori e mediatori culturali/linguistici che vogliono aggiornarsi ed essere di supporto alle comunità possono partecipare.📌 Programma dell’incontro:Prima parte: spiegazione chiara e aggiornata dei requisiti e delle condizioni per poter presentare la domanda.Seconda parte (interattiva): compilazione c...

Starting at

€39.00

E

Eric

VA Claim Q&A (Education & Guidance)

Navigate the VA system with confidence.This educational session helps you understand your options, prepare documentation, and clarify next steps in your claim or appeal process. We’ll review what you’ve already done, what to expect next, and where to focus your energy.🧭 Note: Campfire Garage does not provide legal or accredited representation. These sessions are for educational guidance only until formal VA accreditation is finalized.

Starting at

$60.00

G

Gamaliel NIYONSABA

👉 Richiesta e rinnovo del permesso di soggiorno per motivi di studio

Questo incontro è pensato non soltanto per studenti stranieri che devono richiedere o rinnovare il permesso di soggiorno per motivi di studio e vogliono farlo in modo sicuro, evitando errori e ritardi, ma anche per gli operatori e mediatori culturali/linguistici che vogliono aggiornarsi ed essere di supporto alle comunità.📌 Programma dell’incontro:Prima parte: spiegazione dei requisiti, condizioni e documenti necessari per la richiesta e il rinnovo del permesso di soggiorno per studio.Seconda p...

Starting at

€39.00

Frequently asked questions

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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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