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 (413) Tax preparation (121) Financial planning (341) Bookkeeping (81) 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

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

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

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

B

Broker Seguros

Seguro médico 🏥

👩🏻‍⚕️ Proteja su salud o la de su familia haciendo que la aseguradora pague por sus gastos médicos🌎 Planes con cobertura local o mundial con acceso a los mejores hospitales de todo el mundoEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos habl...

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

J

Jorge Méndez

Seguros

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

Starting at

Free

B

Broker Seguros

Seguro de protección patrimonial 🏦

💰 Proteja su patrimonio, el de su familia o empresa¿Ha pensado que pasaría si uno de los socios de su empresa o negocio fallece?Le ayudaremos a proteger sus activos sin afectar las utilidades de su empresaIdeal para:Empresarios que no tienen un plan de continuidad en su empresaDueños de negocio que quieran proteger sus bienesEmpresas con pagos de ISR altosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija...

Starting at

Free

B

Broker Seguros

Seguro de educación para los hijos 🧑🏻‍🎓

👨‍👩‍👧‍👧 Garantice el futuro y la educación superior de sus hijos con el seguro de educación aún si usted llega a faltar En esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

G

Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

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

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

J

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

H

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

A

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

G

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

M

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

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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