Financial Services Lawyers for Pompano Beach, Florida

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Meet some of our Pompano Beach Financial Services Lawyers

Linda W. - Financial Services Lawyer in Pompano Beach, Florida
View Linda
5.0 (39)
Member Since:
August 15, 2023

Linda W.

Attorney
Free Consultation
West Palm Beach, FL
42 Yrs Experience
Licensed in FL
University of Miami School of Law

o Experience includes meeting with clients, numerous court appearances and mediations concluded with successful settlements. Exceptional communication skills both oral and written. Available to travel…. Flexible schedule. A general practice with emphasis in contracts of any nature, landlord/tenant/ real estate, leases, deeds, mortgages, prenuptial and postnuptial agreements, wills and trusts, collections, business/corporate..... * In addition, Florida Real Estate License with extensive experience in this area as well. • o Skills: Legal Matters · Legal Practice · Interpersonal Skills · Employment Contracts · Time Management · Mediation · Legal Document Preparation · Commercial Contracts · Writing · Dispute Resolution · Attention to Detail · Real Estate · Contract Negotiation · Due Diligence · Breach of Contract · Analytical Skills

Recent  ContractsCounsel Client  Review:
5.0

"Excellent work and follow up from Linda. We highly recommend her."

D. Cassie B. - Financial Services Lawyer in Pompano Beach, Florida
View D. Cassie
5.0 (1)
Member Since:
September 7, 2023

D. Cassie B.

Managing Attorney
Free Consultation
Riverview, FL
17 Yrs Experience
Licensed in FL
University of Miami School of Law

Cassie Bermudez Engel is a seasoned family law attorney with over a decade of litigation experience across Florida. She focuses her practice on divorce, custody and timesharing, alimony, child support, prenuptial and postnuptial agreements, and post-judgment enforcement and modification. Cassie has served as lead counsel in thousands of cases and has represented clients in matters ranging from amicable settlements to high-conflict litigation. Before founding her own practice, Cassie honed her skills at boutique family law firms, served in-house for major insurance carriers, and was a partner at a nationwide law firm. She brings a strategic, results-driven approach to every case, with a particular focus on protecting her clients’ financial interests and guiding them through some of life’s most challenging transitions. Cassie is known for her clear communication, compassionate advocacy, and unwavering commitment to achieving the best possible outcomes for her clients.

Recent  ContractsCounsel Client  Review:
5.0

"Working with Cassie was great! Not only did she stay on budget and was very responsive, but she completed the job on time. Cassie took her time to answer all of my questions and was a pleasure to work with. Would recommend!"

Fred V. - Financial Services Lawyer in Pompano Beach, Florida
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Member Since:
July 24, 2023
Tamla L. - Financial Services Lawyer in Pompano Beach, Florida
View Tamla
Member Since:
July 26, 2023

Tamla L.

Lawyer
Free Consultation
Jacksonville, FL
7 Yrs Experience
Licensed in FL
Florida Coastal School of Law

Led by Tamla N. Lloyd, Esquire, our firm prioritizes a client-centered approach and aim to provide comprehensive, personalized services to help clients achieve their legal goals.

Joeie S. - Financial Services Lawyer in Pompano Beach, Florida
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Member Since:
July 31, 2023

Joeie S.

Managing Member, The Skelly Law Firm
Free Consultation
Cape Coral, FL
4 Yrs Experience
Licensed in FL
Western Michigan University Thomas Cooley Law School

Attorney Skelly is a midwestern transplant from Iowa. She has been in Florida for the past 11 years. She went to undergrad at Buena Vista University, which is a small liberal arts college in Storm Lake, Iowa. After graduating with her Bachelor's degree in criminal justice, she went on to obtain her Master's degree in criminal justice from Kaplan university, which is now Purdue Global. While attending school full time for her Master’s degree, Attorney Skelly worked full time in social services helping children and their families who were involved in the dependency system. Attorney Skelly has a professional background in child welfare and social services having worked for 18 years in the field. Attorney Skelly always had a lifelong dream of becoming a lawyer and decided to fulfill her goal in May of 2019 by starting law school at Western Michigan University Thomas M. Cooley Law School at their Riverview campus. She did their accelerated program and completed law school in just over two years and graduated magna cum laude with honors. Attorney Skelly also received certificate of merit awards, which means attaining the highest grade in the class in secured transactions, research and writing, and family violence practice. While in law school Attorney Skelly was a teaching assistant to two tenured professors as well as a note taker for those students who had accommodations. She was also awarded the Alumni Association’s Distinguished Student Award. In her legal career, Attorney Skelly started out at the State Attorney’s Office in Fort Myers, FL. She helped prosecute several cases and personally worked as second chair on 9 jury trials and one bench trial. Once Attorney Skelly passed the bar, she worked for a family law firm under a board certified marital and family law practitioner where she gained tremendous knowledge in the area of family law which includes divorce, paternity, child custody/parenting plans, alimony and child support as well as domestic relations issues such as domestic violence injunctions. Attorney Skelly is also certified as a Guardian ad Litem and can serve as a Guardian ad Litem in family court cases. Attorney Skelly is a proud member of the Florida Bar, the Lee County Bar Association, and the American Bar Association.

Timothy J. - Financial Services Lawyer in Pompano Beach, Florida
View Timothy
Member Since:
August 1, 2023

Timothy J.

Corporate Counsel
Free Consultation
Fort Lauderdale, Florida
10 Yrs Experience
Licensed in FL IL, WI
Illinois Institute of Technology: Chicago-Kent College of Law

Financial Services, Business, Corporate, Personal Injury, and Healthcare. I've represented fortune 100 companies and defended individuals in personal debt litigation. Wide breadth of experience, ready to assist.

Mervin F. - Financial Services Lawyer in Pompano Beach, Florida
View Mervin
Member Since:
August 1, 2023

Mervin F.

Attorney
Free Consultation
Miami, Florida
13 Yrs Experience
Licensed in FL
Thomas Cooley School of Law

Greetings, I am a Miami based attorney, running a solo practice, looking to expand my reach and help some people out.

Loi L. - Financial Services Lawyer in Pompano Beach, Florida
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Member Since:
August 6, 2023

Loi L.

Business Lawyer
Free Consultation
Miramar, Florida
25 Yrs Experience
Licensed in FL
Florida State University

Loi Laing is a seasoned contract lawyer with a meticulous eye for detail and a passion for delivering excellence. Currently a legal consultant for KPMG, most recently she has also worked in San Francisco for Silicon Valley startups. Holding a Juris Doctorate from Florida State University College of Law, Loi has also studied law at Oxford University and the University of the West Indies. Throughout her career, Loi has a proven track record in meticulously reviewing and drafting contracts across various legal domains. She possesses a robust legal foundation that spans commercial business, tech, entertainment, and real estate law.

Michael D. - Financial Services Lawyer in Pompano Beach, Florida
View Michael
Member Since:
August 18, 2023

Michael D.

Attorney
Free Consultation
Jacksonville, Florida
30 Yrs Experience
Licensed in FL
Regent University School of Law

Primary areas of expertise are in providing solutions to folks in financial distress. Best suited for those tasks where out-of-the-box performance is expected and needed.

Kim G. - Financial Services Lawyer in Pompano Beach, Florida
View Kim
Member Since:
September 6, 2023

Kim G.

Business Lawyer
Free Consultation
Tallahassee
29 Yrs Experience
Licensed in FL
Florida State University College of Law

Attorney and mediator with extensive experience in negotiating, drafting, and managing contracts in the private, public, and nonprofit sectors.

Kahlee S. - Financial Services Lawyer in Pompano Beach, Florida
View Kahlee
Member Since:
September 6, 2023

Kahlee S.

Managing Partner
Free Consultation
Mount Dora, Florida
5 Yrs Experience
Licensed in FL
Barry University Dwayne O. Andreas School of Law

I opened Hestia Legal when I was 6 months pregnant with the focus on educating and assisting families in my community. While the majority of my practice revolves around Estate Planning, I have a history of experience with contract and general business agreement drafting, discovery drafting, and general litigation document drafting.

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Financial Services Legal Questions and Answers

Financial Services

Investment Advisory Contract

California

Asked on Aug 11, 2024

Can an investment advisory contract be terminated by the client if they are dissatisfied with the services provided?

I am seeking legal advice regarding an investment advisory contract that I have signed with a financial advisor. I have been dissatisfied with the services provided so far, as the advisor has not been transparent about their fees and has made poor investment decisions. I want to know if I have the right to terminate the contract and what the potential consequences or obligations might be if I do so.

Jonathan W.

Answered Sep 10, 2024

Generally speaking and without seeing the contract, there are usually two ways to get out of contract - (i) under the terms of the agreement or (ii) breaching the contract. First, without a breach of the agreement to determine whether you can do this you need to review the contract to see if there are service levels, promised returns, or other commitments that the IA is not meeting. Then you need to look at the section on termination in the contract and see if their failure to fulfill their obligations is covered and what the process is for termination, i.e. is there a breach cure period, is there a dispute resolution provisions, any penalty/fee for early termination and what are the notice provisions. The other way is to Breach the contract which would be stopping performing your obligations under it which I would assume without seeing it are likely just payment of fees. The potential consequences of breaching a contract could include lawsuits, financial penalties, and damage to your reputation. Also before resorting to breaching the contract, I would suggest exploring negotiation with the Investment Advisor as they may be willing to amend the terms or agree to an early termination. I will also add, in any event, you should be keeping a detailed record of all communications with the Investment Advisor, especially if there are performance issues or disputes. This documentation can be crucial if legal action becomes necessary.

Read 1 attorney answer>

Financial Services

Loan Agreement

Ohio

Asked on Jun 1, 2025

Can a lender change the terms of a loan agreement without my consent?

I recently entered into a loan agreement with a lender to borrow funds for a business expansion project. However, I have received a notice from the lender stating that they intend to change certain terms of the loan agreement, such as increasing the interest rate and extending the repayment period, without seeking my consent. I am concerned about the legality of such changes and the impact they may have on my business.

Gary S.

Answered Jun 25, 2025

Generally no, a lender cannot unilaterally change the terms of a loan agreement without the borrower's consent. Loan agreements are binding contracts, and any modification to the terms (such as interest rate, repayment schedule, or collateral requirements) typically requires both parties to agree to the change. However, depending on the agreement's terms and the type of loan, there are some nuanced exceptions. Some loan agreements permit changes without borrower consent, such as variable rate provisions, default provisions (allowing changes if borrower is in default), or loan servicing clauses (ex. payment instructions can usually be modified unilaterally). However, in each case, these rights to modify the terms must be clearly stated in the loan agreement, and if the agreement is silent, the lender cannot change the terms without the consent of the borrower. The information provided in this response is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by this communication. For advice specific to your situation, please seek legal counsel.

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