Investment Advisory Services Agreement Lawyers for Pompano Beach, Florida

Need help with an investment advisory services agreement in Pompano Beach, Florida?

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Quick Facts — Investment Advisory Services Agreement Lawyers

Meet some of our Pompano Beach Investment Advisory Services Agreement Lawyers

Lawrence S. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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5.0 (15)
Member Since:
July 20, 2020

Lawrence S.

Attorney/Mediator/Arbitrator
Free Consultation
Miami/Coral Gables, FL
45 Yrs Experience
Licensed in FL
University of Miami

Lawrence A. “Larry” Saichek is an AV rated attorney and a CPA focusing on business and real estate transactions, corporate law and alternative dispute resolution. With a background including five years of public accounting and six years as “in house” counsel to a national real estate investment company, Larry brings a unique perspective to his clients – as attorney, accountant and businessman. Many clients think of Larry as their outside “in house” counsel and a valued member of their team. Larry is also a Florida Supreme Court Certified Mediator and a qualified arbitrator with over 25 years of ADR experience.

Recent  ContractsCounsel Client  Review:
5.0

"High recommend. Lawrence is very detailed and responsive. Will use again"

Michael K. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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5.0 (81)
Member Since:
June 28, 2021

Michael K.

Associate Counsel
Free Consultation
Miami, FL
8 Yrs Experience
Licensed in FL
St. Thomas University School of Law

A business-oriented, proactive, and problem-solving corporate lawyer with in-house counsel experience, ensuring the legality of commercial transactions and contracts. Michael is adept in reviewing, drafting, negotiating, and generally overseeing policies, procedures, handbooks, corporate documents, and more importantly, contracts. He has a proven track record of helping lead domestic and international companies by ensuring they are functioning in complete compliance with local and international rules and regulations.

Recent  ContractsCounsel Client  Review:
5.0

"Pretty much finished up with the project, aside from some finishing touches. I have to say, Michael did a great job. He worked patiently with me through any irregularities or confusion. What I appreciated most was that his vision was to get me the best results, ensuring a secure structure and a solid investment. I really appreciate his work and help."

Jeremiah C. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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5.0 (68)
Member Since:
March 5, 2021

Jeremiah C.

Partner/Attorney at Law
Houston
18 Yrs Experience
Licensed in NV, TX
Thomas Jefferson

Creative, results driven business & technology executive with 27 years of experience (17+ as a business/corporate lawyer). A problem solver with a passion for business, technology, and law. I bring a thorough understanding of the intersection of the law and business needs to any endeavor, having founded multiple startups myself with successful exits. I provide professional business and legal consulting. Throughout my career I've represented a number large corporations (including some of the top Fortune 500 companies) but the vast majority of my clients these days are startups and small businesses. Having represented hundreds of successful crowdfunded startups, I'm one of the most well known attorneys for startups seeking CF funds. I hold a Juris Doctor degree with a focus on Business/Corporate Law, a Master of Business Administration degree in Entrepreneurship, A Master of Education degree and dual Bachelor of Science degrees. I look forward to working with any parties that have a need for my skill sets.

Recent  ContractsCounsel Client  Review:
5.0

"Jeremiah was pleasant to speak to and provided high quality work. I appreciate that he took the time to call me personally instead of a paralegal. Work delivered early and high quality! Highly recommend"

Linda W. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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5.0 (35)
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

"Linda was patient, professional, and thorough throughout the entire process. She delivered a well-drafted limited purpose postnuptial agreement at a very reasonable flat fee and was always responsive when I had questions. Highly recommend."

D. Cassie B. - Investment Advisory Services Agreement 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!"

Mervin F. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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Member Since:
August 1, 2023
Loi L. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
View Loi
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. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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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. - Investment Advisory Services Agreement Lawyer in Pompano Beach, Florida
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Member Since:
September 6, 2023
Kahlee S. - Investment Advisory Services Agreement 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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Lawyer Reviews for Pompano Beach Investment Advisory Services Agreement Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

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Investment Advisory Contract
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Clients Rate Lawyers 4.9 Stars
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Recent Project:
Review & Update Contract
Location: Florida
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 5
Bid Range: $650 - $1,500

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Clients Rate Lawyers 4.9 Stars
based on 21,379 reviews

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