Financial Services Lawyers for Boston, Massachusetts

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Meet some of our Boston Financial Services Lawyers

Joshua D. - Financial Services Lawyer in Boston, Massachusetts
View Joshua
5.0 (5)
Member Since:
June 5, 2025

Joshua D.

Business Attorney
Free Consultation
Lynn, MA
3 Yrs Experience
Licensed in MA
New England Law | Boston

I am an experienced small business attorney. I work diligently to ensure that small business owners achieve their objectives while maintaining compliance, satisfying legal duties, and engaging in smart contracting opportunities. I provide everything from organization, to lease/commercial real estate purchase agreement review and negotiation, and even IP filings. I can help to navigate commercial and government contracts, as well as other SaaS-type agreements.

Recent  ContractsCounsel Client  Review:
5.0

"Joshua is a phenomenal attorney to work with. He has a personality and isn't monotone to converse with. He is extremely responsive and delivers timely. He answered all my questions, while fairly abiding by the scope of representation. I would work with him again."

Jessica W. - Financial Services Lawyer in Boston, Massachusetts
View Jessica
5.0 (1)
Member Since:
August 23, 2025

Jessica W.

Attorney - Solo
Free Consultation
Austin, Texas and Boston, MA
16 Yrs Experience
Licensed in MA TX
Thurgood Marshall School of Law

Family and Probate attorney with over 15 years experience.

Recent  ContractsCounsel Client  Review:
5.0

"Jessica is a great lawyer, and I would recommend her to anyone."

Charles D. - Financial Services Lawyer in Boston, Massachusetts
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5.0 (1)
Member Since:
August 29, 2025

Charles D.

Attorney
Free Consultation
Andover, MA
28 Yrs Experience
Licensed in MA NH
Massachusetts School of Law

At DACC.Law, we deliver high-quality, practical legal solutions specifically for entrepreneurs, real estate investors, and growing businesses. With more than 25 years of experience, our firm handles everything from contract drafting and review to entity formation, deal structuring, and risk mitigation. Clients rely on us for clear guidance on regulatory compliance, navigating complex transactions (including multifamily, landlords, developers), resolving disputes efficiently, and protecting their business interests. We combine deep legal expertise with a hands-on, results-oriented approach so you can move forward with confidence.

Frank G. - Financial Services Lawyer in Boston, Massachusetts
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5.0 (1)
Member Since:
September 11, 2025

Frank G.

Partner
Free Consultation
Boston Massachusetts
36 Yrs Experience
Licensed in MA CT
University of Connecticut School of Law

Accomplished business and litigation counsel with experience managing a broad spectrum of legal matters on behalf of individuals as well as early-stage and established technology, software, service and medical device companies. Substantial experience in drafting commercial agreements as well as litigation and arbitration of complex business disputes as plaintiff’s and defendant’s counsel. Served as infantry officer (attaining rank of Major) in ground combat units for the United States Marine Corps and educated in Marine Corps management and tactics. Adept at taking complicated information and legal principles and presenting strategy to non-lawyers in a concise and easy-to-understand format.

Recent  ContractsCounsel Client  Review:
5.0

"Working with Frank is like going on a road trip with your best friend. You have more fun during the road trip than at your final destination. Frank told me a deadline and stayed with it, always being responsive to messages, with thick detail to reinforce his reasoning. When talking over the phone, Frank goes into great detail and paints the real picture of what to expect, in his experience, dealing with the court and judges. I would work with Frank again for future work."

Stephen R. - Financial Services Lawyer in Boston, Massachusetts
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4.6 (9)
Member Since:
February 18, 2025

Stephen R.

Attorney
Free Consultation
Boston
17 Yrs Experience
Licensed in MA NY
New York Law School

Steve Reich is licensed to practice in both New York and Massachusetts and is based in Boston. He assists with environmental litigation and other complex litigation and heads the firm's intellectual property practice, including copyright and trademark registration and protection. Other practice areas include commercial contract drafting and civil litigation.

Recent  ContractsCounsel Client  Review:
5.0

"Fast, professional, and articulate—I would work with Stephen again."

Megan B. - Financial Services Lawyer in Boston, Massachusetts
View Megan
3.7 (1)
Member Since:
April 8, 2025

Megan B.

Lawyer
Free Consultation
Massachusetts, United States
22 Yrs Experience
Licensed in MA NH
Suffolk University Law School

20-year business lawyer with extensive experience ranging from Fortune 100 companies to small businesses.

David W. - Financial Services Lawyer in Boston, Massachusetts
View David
Member Since:
March 8, 2025

David W.

Business Lawyer
Free Consultation
Providence, RI
6 Yrs Experience
Licensed in MA RI
Quinnipiac University School of Law

David has experience assisting individuals, startups, mid-sized, and publicly traded companies with various business, corporate, and real estate matters including residential and commercial real estate sales, acquisitions, financing and leasing; contract drafting and negotiation; regulatory compliance; and business acquisition, sale, formation, and dissolution.

Paula C. - Financial Services Lawyer in Boston, Massachusetts
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Member Since:
September 15, 2025

Paula C.

Managing Partner
Free Consultation
Andover, MA
29 Yrs Experience
Licensed in MA
Massachusetts School of Law at Andover

DACC Law is a general practice client-centered law firm. I am a Partner in DACC and have been proudly serving clients across Massachusetts since 1997. With over 25 years of legal experience I have a built a reputation for trust, results-driven advocacy across a wide range of practice areas including contract law, personal injury, estate planning, workplace issues, and real estate. At the heart of my practice is a client-centered approach -- one that values clear communication, responsive service, and practical legal solutions tailored to each individual's needs. Whether helping a family protect their future through thoughtful estate planning, representing someone injured due to negligence, or guiding clients through complex workplace or property matters, I bring deep legal knowledge and personal attention to every case. If you're looking for a seasoned Massachusetts attorney who combines experience with empathy, and strategic insight with strong advocacy, I am here to help.

Sean D. - Financial Services Lawyer in Boston, Massachusetts
View Sean
Member Since:
October 8, 2025

Sean D.

Founding Partner
Free Consultation
Washington DC
16 Yrs Experience
Licensed in MA CA, DC
Georgetown University Law School

After 15+ years at leading firms in Silicon Valley, Boston, and DC, I started Supernova Law to partner with the clients who inspire me most—start-ups, mission-driven companies, B-Corps, and non-profits. My goal is simple: provide accessible, affordable, high-quality legal support to innovators creating positive change for our society. At Supernova Law, your vision and values come first.

Sean W. - Financial Services Lawyer in Boston, Massachusetts
View Sean
Member Since:
November 19, 2025

Sean W.

Principal Attorney
Free Consultation
Quincy, MA
11 Yrs Experience
Licensed in MA
New England Law

Sean is an accomplished legal counsel with more than 10 years of experience providing assistance to individuals and companies of different sizes, from startups to Fortune 500s. He has been involved with various industries including biotechnology, consulting, healthcare, finance, hospitals, industrial manufacturing, pharmaceuticals, retail, software, and sports. He has been a key legal advisor and strategic business partner to senior leaders and stakeholder management, advising on a broad range of legal, contractual, corporate, and regulatory compliance matters on behalf of leading organizations in the U.S. and abroad.

John P. - Financial Services Lawyer in Boston, Massachusetts
View John
Member Since:
January 21, 2026

John P.

Managing and Operating Partner
Free Consultation
Waltham, Massachusetts
14 Yrs Experience
Licensed in MA NH
New England School of Law

specializes in corporate governance, data privacy, intellectual property, and employment law. A former VP of Legal & Compliance and interim CFO, he has led legal operations across fundraising, acquisitions, and data privacy initiatives.

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Financial Services Legal Questions and Answers

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.

Read 1 attorney answer>

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.

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