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.

Top legal & finance professionals

Traction Bookkeeping, LLC

Traction Bookkeeping, LLC

Discovery Call

Hello! Thank you for filling out this form. This will help me to know if I'm the best person to support you. It should take you a few minutes to fill out. If any questions don't apply to you, fill in N/A.If you have any questions, please don't hesitate to reach out: [email protected] a fantastic day!

Starting at
Free
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Jacques Jean-Baptiste, MBA

Jacques Jean-Baptiste, MBA

Final Expense / Life Insurance Quote

Looking for expert guidance for Life insurance or Final Expense Coverage? I specialize in providing tailored solutions for individuals and families.  Schedule a call with me to see what you may/may not qualify for!Jacques Jean-Baptiste, MBANPN#: 3307333President / National Field UnderwriterJean-Baptiste Consulting Agency, LLCPhone: (631) 268-5545Business Card: https://dot.cards/jbcaWebsite: https://jbaptiste.myverifiedadvisor.com Press Release

Starting at
Free
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Empress Josephine

Empress Josephine

Estate planner appointment setter

Looking for an easy way to earn some extra cash? Check out https://epdocuments.com. No experience or selling required. Just set up a call with potential clients and explain our services. And when our team close the lead , you'll earn a generous $200 commission. We provide training and marketing materials to ensure your success. Start earning today!

Starting at
Free
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Liz Galvan

Liz Galvan

📜 15-Minute Estate Planning Consultation

15-Minute Trust & Estate Planning Consultation Get clarity before starting your estate plan. We’ll go over whether a Trust or a Will fits your situation, what’s included, what you need to gather, and the exact next steps to get started and complete your documents.Disclaimer: This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice.

Starting at
Free
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Chris

Chris

Schedule

I look forward to connecting with you.This isn’t a sales call.No pitch deck. No pressure.Just a conversation to see what makes sense.In our conversation, we’ll typically cover:How your finances are currently handledWhat feels unclear or heavier than it shouldWhether bookkeeping, payroll, or both make senseWhat a clean next step could look likeNo preparation required.

Starting at
Free
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Dr. Breanna BOSS James

Dr. Breanna BOSS James

Complimentary 30-Minute Strategic Planning Session

Complimentary 30-Minute Strategic Planning SessionLet’s take the guesswork out of life insurance together.During this free 30-minute session, we’ll discuss your current needs, explore the right coverage options for you and your loved ones, and create a personalized strategy to help you build financial security and peace of mind.Whether you're just getting started or reviewing existing coverage, this session is designed to give you clarity and confidence. Book your session today!

Starting at
Free
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Wendy González - Comercial Bosstic

Wendy González - Comercial Bosstic

Black Sheep - Descubre el Sistema Exclusivo para Modelos Webcam

Descubre el Sistema Exclusivo para Modelos WebcamAyudamos a modelos webcam a que dejen de perder su ganancia pagando impuestos con la estrategia.“BLACK SHEEP TAXES”

Starting at
Free
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Sanjev Kainth

Sanjev Kainth

Tax planning meeting - 60 Minute Zoom Meeting

Book a meeting with me for 60 minutes.

Starting at
Free
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Easy Mortgage Prequal

Easy Mortgage Prequal

20 Minute Meeting

Book a meeting with me for 20 minutes!-Booking a meeting is Easy, like the conversation we’ll have. If you prefer a live video call, we can do so as well. This meeting is for you so please ask any questions you may have. We will start with an introduction and ultimately get you prequalified.This Meeting Includes:Birds eye view of your home buying goal.Current Financial OverviewPreQualifying RoadmapFirst and Second StepsHome Search StatusWhat We Do for You.Q&ATalk with you soon,EasyMortgagePr...

Starting at
Free
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Chukwuka Okafor

Chukwuka Okafor

Financial Planning

Educate and equip individuals and families with strategies to achieve financial independence

Starting at
Free
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Martin Wachtel

Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Starting at
Free
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Blake Faraj

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Starting at
Free
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Peter Tsambounieris

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

Starting at
Free
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May Palencia

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Starting at
Free
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Anthony Pallarca

Anthony Pallarca

Follow Up | 2nd Meeting

Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

Notary

Getting documents and paperwork notarized by a licensed notary in the State of Indiana.I am a licensed notary, a licensed remote notary and I also have taken classes for loan/document signing.DO NOT EXIT AFTER BOOKING! IT WILL REDIRECT YOU TO NOTARY FORM. Thank you!*** 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 pricing total. The price listed is a deposit on services. I...

Starting at
Free
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Richard S Anderson

Richard S Anderson

Trust Document Notarization

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

5 (1 review)
Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

BOI Filing

Attention LLC Owners! Important Deadline AlertDid you know? Every LLC must file their Beneficial Ownership Information (BOI) report by January 2025! Failing to file can result in hefty fines or penalties. Don't wait until the last minute!What is the BOI?It’s a required report to help the government track who controls and benefits from your company, enhancing transparency in business.Who needs to file?All LLCs and many other legal entities formed or registered in the U.S.!The penalties for not fi...

Starting at
Free
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Richard S Anderson

Richard S Anderson

General Notary Work

Book an appointment with me!MobileNotary2Go is not a law firm and we do not give legal advice. We are a mobile notary service.No information contained on this website should be construed as legal advice or the practice of law.If you have any questions or concerns that require professional legal advice, please consult an attorney.

5 (1 review)
Starting at
Free
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Sonya Deal

Sonya Deal

NEW CLIENT Tax Resolution/Tax Advice (1 hour)

Book a meeting with me for 1 hour. This is an appointment for consultation for NEW clients for Tax Resolution for previous returns filed by another preparer. In-Person or phone.*If you need your tax return prepared and do not need a meeting, email me anytime [email protected] with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.**CANCELLATION / NO-SHOW POLICY**--Cancellations over 12...

Starting at
$100.00
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Frequently asked questions

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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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