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 (379) Tax preparation (107) Financial planning (336) Bookkeeping (76) Insurance consulting (74) Estate planning (11)

Top legal & finance professionals

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Simon Skinner

igi

Are you seeking a reliable investment opportunity with a steady 2% monthly return? Look no further than igi's instant access accounts. Or perhaps you're seeking treasury management services that offer impressive returns for your company's investments. If you're a high net worth investor, we invite you to explore igi's professional funds, designed to maximize your investment potential and generate higher returns than our instant access accounts. Let's start a conversation about how igi can help y...

Starting at

Free

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Simon Skinner

igi Introducers

Are you looking for an exciting opportunity to introduce your clients to a reputable investment company with a proven track record of generating impressive returns? Look no further than igi! Our instant access accounts offer a steady 2% monthly return, while our treasury management services provide a great option for your company's investments. You can make up to 1% passive income for all funds you have introduced.

Starting at

Free

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Shane Rutledge

Multifamily Passive Investing Call - 30 Minutes

I’m excited you’re booking a call with me. I look forward to getting to know you and learning more about your investment goals. Please let me know if you have any questions or anything specific that you want to talk about to help me prepare for our meeting.

Starting at

Free

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Amazing Financial LLC

Credit Repair

Help clients remove, settle, dispute, clean up, etc on their credit report.DO NOT EXIT AFTER BOOKING. YOU WILLL BE REDIRECTED TO NEXT STEP AND NEXT FORM. *** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward the pricing total. The price listed is a deposit on services. If you are unsure about the services needed and have not had a free consultation already, please book a free...

Starting at

Free

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Enrico Kalinka | Peak Finances

Kennenlernen für Sportler/Triathleten

Im Beratungsgespräch erfährst du:auf welche Weise Du dich finanziell so absicherst, dass du keine Angst mehr vor Verletzungen haben musstwie Du dich finanziell so aufstellst, das du dich um die Zukunft nicht sorgen musstwie Du deine Finanzen so strukturierst, dass Du stets den Überblick hast, wie Du Ausrüstung, Trainingslager und Reisen zu Wettkämpfen finanzierstdich voll und ganz auf dein Training konzentrieren möchtest, statt das Kleingedruckte von Versicherungen zu studierenNatürlich lernen w...

Starting at

Free

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sFoundation Inc.

Free 45-min Financial Projections W

Book a free session with us!Review your financial projections or pro forma.

Starting at

Free

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Ebony Coston

Financial Freedom Meeting

Join for a transformative financial freedom meeting where we will explore strategies to break free from debt, build sustainable wealth, save on taxes and increase your income. Discover practical and personalized advice tailored to you. Take the first step towards achieving financial independence and unlocking your full potential.

Starting at

Free

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John Hill

Domestic Utility saving discussion

Book a meeting with me for 60 minutes! and let’s see if we can save you money on must pay bills

Starting at

Free

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Kristin Delfau

Starting Out, Starting Over

Who this is for:Starting Out: You are new to "adulting" and want to make sure that you are laying excellent groundwork for success.Suggested topics: Tax withholding on your paycheckManaging your taxes and limiting surprisesStarting to save for retirementThings to consider when buying a homeGetting the right car/home/renters insuranceUnderstanding your medical insuranceHow to start investingStarting Over: You are newly divorced, widowed or handling financial things for the first time on your own....

Starting at

$250.00

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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

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

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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Kimberly Coutu

Free Financial Review

Free Financial Review introductory appointment.

Starting at

Free

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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

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

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

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

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

[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

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

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 4.9 out of 5.

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