Financial Services Lawyers for Augusta, Georgia

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Meet some of our Augusta Financial Services Lawyers

Jarrett S. - Financial Services Lawyer in Augusta, Georgia
View Jarrett
5.0 (3)
Member Since:
October 14, 2020

Jarrett S.

Startup Attorney
Free Consultation
Marietta, Georgia
18 Yrs Experience
Licensed in GA
Emory University School of Law

I work with early stage startups (in Georgia and internationally) with their formation, contract, patent and investment needs.

Recent  ContractsCounsel Client  Review:
5.0

"Jarrett was very transparent and easy to work with. We’ll definitely be using him again."

Gregory F. - Financial Services Lawyer in Augusta, Georgia
View Gregory
5.0 (7)
Member Since:
March 23, 2022

Gregory F.

Attorney
Free Consultation
Atlanta, Georgia
28 Yrs Experience
Licensed in GA NY
University of Pennsylvania

Greg Fidlon has been practicing exclusively in employment law since 1998. He represents and advises clients in all aspects of the employment relationship. In addition to his litigation work, Greg regularly negotiates and drafts corporate policy handbooks, employment contracts, separation agreements and restrictive covenants. He also develops and presents training programs and has spoken and written extensively on labor and employment law topics.

Recent  ContractsCounsel Client  Review:
5.0

"The proposal price was very reasonable, and the lawyer promptly scheduled a consultation, and provided sound legal advice."

Igor B. - Financial Services Lawyer in Augusta, Georgia
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5.0 (5)
Member Since:
May 4, 2022

Igor B.

Attorney
Free Consultation
Atlanta, GA
16 Yrs Experience
Licensed in GA
Georgia State University College of Law

As a corporate lawyer, I have dealt with international transactions, complex litigation and arbitration, regulatory compliance, and multijurisdictional tax planning. In March 2021, I started my firm and shifted my professional focus to working with start-ups, small businesses, entrepreneurs, and families. I help my clients structure and run their businesses and take care of their assets, including intellectual property issues and estate planning for their families. I try to bring big law quality and small firm personal attention to every client.

Recent  ContractsCounsel Client  Review:
5.0

"will continue working with Igor. he takes time to explain all the process"

George L. - Financial Services Lawyer in Augusta, Georgia
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5.0 (6)
Member Since:
August 16, 2022

George L.

Owner
Free Consultation
Rock Hill, SC
7 Yrs Experience
Licensed in GA SC
University of Georgia School of Law

I am a corporate attorney with offices in Rock Hill, SC, and Lavonia, GA. My practice is focused on contracts, tax, and asset protection planning. I act as a fractional outside general counsel to over 20 businesses in 6 countries. When not practicing law, I can usually be found training my bird dogs.

Recent  ContractsCounsel Client  Review:
5.0

"Appreciated his insight into contract matters for our start up!"

Sunnita B. - Financial Services Lawyer in Augusta, Georgia
View Sunnita
4.9 (36)
Member Since:
March 29, 2022

Sunnita B.

Attorney
Free Consultation
Atlanta
10 Yrs Experience
Licensed in GA
Atlanta John Marshall

Experienced sports and entertainment attorney. I specialize in contracts, business formation, licensing, wage disputes, negotiations, and intellectual property.

Recent  ContractsCounsel Client  Review:
5.0

"Sunnita was very prompt with clear revisions showing what needed to be updated and explaining why. Also, she made sure my documents weren't generalized, but fit Georgia's laws and are specific enough to hold up in court. All of my questions were answered and she stayed in communication with the message feature. I really appreciated that she didn't try to overcharge me for her service. I'll use her for my projects going forward, great experience."

Meghan T. - Financial Services Lawyer in Augusta, Georgia
View Meghan
4.8 (17)
Member Since:
February 1, 2022

Meghan T.

Partner
Free Consultation
Atlanta
7 Yrs Experience
Licensed in GA
Emory University

Meghan Thomas is an accomplished transactional attorney. She specializes in IP, real estate and tech related transactional matters, and business contracts. Meghan's innovative leadership style has attributed to the firm's rapid development and presence in the metro-Atlanta market. She obtained her Doctor of Law from Emory University where she worked with the State Attorney General and litigated property disputes for disadvantaged clients. ​ Prior to practicing, Meghan negotiated complex transactions for Fortune 500 tech and healthcare companies. She lives with her family in Southwest Atlanta, enjoys cooking, travel, dance and continues to develop her research in the areas of transactional law and legal sustainability.

Recent  ContractsCounsel Client  Review:
5.0

"Meghan's exceptional guidance through a complex commercial lease negotiation has solidified her as a trusted advisor for all future lease agreements. Her extensive background in contract negotiations and advocacy for small business owners has earned my utmost respect and repeat business. Thank you, Meghan for protecting my family business from potential financial hardship through your legal expertise."

Carlos C. - Financial Services Lawyer in Augusta, Georgia
View Carlos
Member Since:
July 11, 2020

Carlos C.

Attorney-at-law and Certified Public Accountant
Free Consultation
Atlanta, GA
30 Yrs Experience
Licensed in GA DC, FL
Inter American University

Carlos Colón-Machargo is a fully bilingual (English-Spanish) attorney-at-law and Certified Public Accountant (CPA) with over twenty years of experience. His major areas of practice include labor and employment law; business law; corporate, contract and tax law; and estate planning. He is currently admitted to practice law in Georgia, Florida, the District of Columbia and Puerto Rico and currently licensed as a CPA in Florida. He received a Master of Laws from the Georgetown University Law Center in 1997, where he concentrated in Labor and Employment Law (LL. M. in Labor and Employment Law) and a Juris Doctor, cum laude, from the Inter American University.

Chester A. - Financial Services Lawyer in Augusta, Georgia
View Chester
Member Since:
July 21, 2020

Chester A.

Attorney
Free Consultation
Atlanta, GA
28 Yrs Experience
Licensed in GA IN
University of Miami School of Law

With over 24 years of practice, Chet uses his vast experiences to assist his clients in the most efficient manner possible. Chet is a magna cum laude graduate of University of Miami School of Law with an extensive background in Business Law, Commercial Real Estate, Corporate Law, Leasing Law and Telecommunications Law. Chet's prior experience includes 5 years at two of the top law firms in Georgia and 16 years of operating his own private practice.

Benjamin M. - Financial Services Lawyer in Augusta, Georgia
View Benjamin
Member Since:
October 26, 2020

Benjamin M.

Attorney
Free Consultation
Atlanta, GA
14 Yrs Experience
Licensed in GA
Georgia State University

Experienced Attorney focused on transactional law, payments processing, banking and finance law, and working with fintech companies with a demonstrated history of driving successful negotiations in technology sourcing and transactions and strong understanding of government contracts and the procurement process

Dani E. - Financial Services Lawyer in Augusta, Georgia
View Dani
Member Since:
November 4, 2020

Dani E.

Attorney
Free Consultation
Georgia
17 Yrs Experience
Licensed in GA
Western Michigan University’s Cooley Law School

Dani is a trusted legal professional with expertise in contracts and corporate legal operations. Dani supports customers in reviewing and negotiating both buy and sell side agreements, including but not limited to Master Services Agreements, Licensing Agreements, SaaS Agreements, Supply Agreements, Commercial Contracts, Healthcare Contracts, IT Contracts, Vendor Contracts and Non-Disclosure Agreements. She also assists with negotiation strategy, contract lifecycle, privacy issues, legal policy setting, process improvement, corporate governance, force majeure clauses and template harmonization and playbook development. Dani has proven success drafting, negotiating and advising executive leadership on contracts to drive outcomes in line with defined strategic objectives. Dani is based in Georgia and holds a law degree from Western Michigan University’s Cooley Law School.

Amos M. - Financial Services Lawyer in Augusta, Georgia
View Amos
Member Since:
January 14, 2022

Amos M.

Principal
Free Consultation
Nashville, TN
18 Yrs Experience
Licensed in GA TN
Mississippi College School of Law

Since 2008, I have worked to assist clients in solving problems and addressing challenges that inevitably arise as a business grows - both anticipated and unexpected. My experience in Georgia and Tennessee in both drafting contracts and enforcing them via litigation and/or arbitration has provided clients with unique insights that help them anticipate problems and inform their decisions from start to finish.

Gayle G. - Financial Services Lawyer in Augusta, Georgia
View Gayle
Member Since:
April 18, 2024

Gayle G.

Chief Legal Officer/Fractional GC
Free Consultation
Atlanta, GA
27 Yrs Experience
Licensed in GA NY
Northwestern University School of Law

Fractional General Counsel and Board Advisor with over 26 years of experience advising companies and their management in the US, EMEA and APAC. I use my legal and finance background to understand the client's business and bring the most practical, efficient legal solutions to grow the business while reducing risk. Focus includes: Compliance | Governance (including AI) | Tech Transactions | Licenses | SaaS | Cross Border | Equity Investments | JVs | International Expansion | Fractional GC https://www.linkedin.com/in/ggorvettesq

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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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