Financial Services Lawyers for Idaho

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Meet some of our Idaho Financial Services Lawyers

Zachary D. - Financial Services Lawyer in Idaho
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5.0 (1)
Member Since:
July 26, 2023

Zachary D.

Business Lawyer
Free Consultation
Holladay, UT
17 Yrs Experience
Licensed in ID CT, OK, UT, WY
The George Washington University Law School

Helping small business owners meet their legal needs.

Recent  ContractsCounsel Client  Review:
5.0

"Zachary was great to work with. Highly recommend for estate planning. Thanks so much!"

Jared S. - Financial Services Lawyer in Idaho
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5.0 (1)
Member Since:
October 8, 2024

Jared S.

Attorney
Free Consultation
Utah
20 Yrs Experience
Licensed in ID UT
Gonzaga School of Law

I'm a business and estate planning attorney with more 20 years of experience. I started in private practice and as a prosecutor, then spent years as in-house counsel for an international oil and gas company. Today I run Flex Legal Services in Orem, Utah, where I draft and negotiate contracts, handle business transactions, and serve as fractional general counsel for companies that want steady legal guidance without a full-time hire. I also help families put practical estate plans in place. I'm licensed in Utah, and I speak English and Spanish.

Jeffrey B. - Financial Services Lawyer in Idaho
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5.0 (5)
Member Since:
May 31, 2025

Jeffrey B.

Attorney
Free Consultation
Edison, New Jersey
10 Yrs Experience
Licensed in ID NJ, NM
University of Montana

I am an employment law attorney specializing in helping companies navigate the complexities of the workplace. From drafting employment contracts and conducting investigations into discrimination and harassment claims, to responding to EEOC charges and reviewing handbooks and policies for legal compliance, I offer comprehensive support to help businesses thrive while minimizing risk.

Recent  ContractsCounsel Client  Review:
5.0

"Jeffrey was quick to respond, attentive, and very thorough. He spent a good amount of time ensuring I fully understood all information on my contract."

Reuben O. - Financial Services Lawyer in Idaho
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Member Since:
October 21, 2021

Reuben O.

Senior Managing Attorney
Free Consultation
Seattle/Boise
17 Yrs Experience
Licensed in ID WA
The University of Iowa

As an entrepreneur at heart, I enjoy working with business owners and executives on a variety of corporate matters, including mergers and acquisitions, corporate financing, corporate governance, public and private securities offerings, privacy regulation and early-stage corporate matters including formation. As a lawyer and business professional, I understand the value of providing personal service and focused legal answers to clients navigating a rapidly changing regulatory environment. Whether in Aerospace, Consumer Goods, or Technology, I find great success in work collaboratively with clients to strategical structure their business or implementing strategic growth-oriented financing opportunities.

Shanon G. - Financial Services Lawyer in Idaho
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Member Since:
June 28, 2023

Shanon G.

Attorney
Free Consultation
Lake Oswego, Oregon
25 Yrs Experience
Licensed in ID OR
Oklahoma City University Law School

Have experience in contract, family law, municipality work, criminal defense, litigation, some wills and estates as well. Been practicing law for over 22 years.

Daniel W. - Financial Services Lawyer in Idaho
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Member Since:
July 31, 2023

Daniel W.

Principal Attorney
Free Consultation
Gallup, New Mexico
16 Yrs Experience
Licensed in ID NM, WA
Seattle University School of Law

In my thirteen years of practice, I've had the opportunity to argue cases in state, federal, and tribal courts; in subjects as diverse as gaming, land tenure, water rights, treaty rights, finance, employment, criminal defense, conflict of laws, and tort (among others). But the real value I brought my clients came through avoiding litigation, fostering relationships, and developing long-term strategies.

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Meet some of our other Financial Services Lawyers

Edward R. - Financial Services Lawyer in Idaho
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5.0 (1)
Member Since:
August 20, 2023

Edward R.

Attorney
Free Consultation
San Diego, CA
23 Yrs Experience
Licensed in CA
University of San Diego

I have been a California since 2003 when I graduated from the University of San Diego School of Law and have worked in-house and at several major law firms before starting my own practice. I specialize in intellectual property and other business-related issues and have helped many entrepreneurs grow their ideas into profitable businesses.

Recent  ContractsCounsel Client  Review:
5.0

"An amazing attorney with excellent communication! We hired him for a Trademark application and we were pleased with every aspect of the process. Highly recommend!!"

Andrew F. - Financial Services Lawyer in Idaho
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5.0 (3)
Member Since:
July 5, 2023

Andrew F.

Attorney
Free Consultation
Washington D.C.
6 Yrs Experience
Licensed in DC
Samford, Cumberland School of Law

As an experienced attorney, I have honed my expertise across a broad spectrum of legal areas, providing comprehensive legal services tailored to meet the diverse needs of my clients. My practice encompasses business formation, contract law, privacy law, and other critical facets of the legal landscape. I specialize in drafting and reviewing various agreements, including Short Form Services Agreements, privacy policies, End User License Agreements (EULAs), and terms of service agreements for a wide range of industries. I pride myself on my ability to translate complex legal language into understandable terms, ensuring that all parties have a clear understanding of their rights and obligations. My client relationships are built on direct, transparent communication and a deep understanding of their business needs. My approach is characterized by meticulous attention to detail and a commitment to providing practical, legally sound solutions that protect and advance my clients' interests across multiple areas of law.

Recent  ContractsCounsel Client  Review:
5.0

"Andrew did a fantastic job and was very quick to get me what I needed"

Eleanor W. - Financial Services Lawyer in Idaho
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Member Since:
July 3, 2023

Eleanor W.

Attorney
Free Consultation
Bellevue, WA
14 Yrs Experience
Licensed in WA
Seattle University School of Law

I have been working as a document review attorney since 2011. I have also done some business and estate planning work. I am fluent in English, Chinese, French, and Japanese.

zurick s. - Financial Services Lawyer in Idaho
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Member Since:
July 5, 2023

zurick s.

Attorney & Principal
Free Consultation
Washington, D.C., DC, United States
20 Yrs Experience
Licensed in DC
Texas Southern University at Thurgood Marshall School of Law

Zurick T. Smith is the founding member of The Law Office of Zurick T. Smith, PLLC. His firm services DC residents with Trusts & Estate Planning, simple to complex employment and business matters as well as business formations.

Ryan M. - Financial Services Lawyer in Idaho
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Member Since:
July 5, 2023

Ryan M.

Attorney
Free Consultation
Portland, PA
3 Yrs Experience
Licensed in NJ
Widener University Commonwealth School of Law
Megan W. - Financial Services Lawyer in Idaho
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Member Since:
July 5, 2023

Megan W.

Principal Attorney
Free Consultation
Aurora, IL
12 Yrs Experience
Licensed in IL
DePaul University College of Law

My solo attorney law office is focused heavily on Family Law, but I also do residential real estate, and prepare Wills & Trusts.

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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