Financial Advisory Services Agreement Lawyers for Vermont
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Quick Facts — Financial Advisory Services Agreement Lawyers
- Avg cost to draft an Investment Advisory Contract: $240.00
- Avg cost to review an Investment Advisory Contract: $700.00
- Lawyers available: 47 financial lawyers
- Clients helped: 37 recent financial advisory services agreement projects
- Avg lawyer rating: 5.0 (3 reviews)
Meet some of our Vermont Financial Advisory Services Agreement Lawyers
Nicholas M.
Nicholas Matlach is a cybersecurity expert (CISSP) and an attorney who is dedicated to helping small businesses succeed. He is a client-focused professional who has a deep understanding of the challenges that small businesses face in the digital age. He also provides legal counsel to small businesses on a variety of issues, including formation, intellectual property, contracts, and employment law.
"Enjoyed his demeanor. Professional yet down to earth. The document created for me was very explicit and easy to read. I would recommend :)"
October 1, 2023
Brittany B.
I am a tax attorney with years of experience as in house counsel at an accounting firm. I have also done tax litigation and audit representation. I work with for profits and non profits.
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Lawyer Reviews for Vermont Financial Advisory Services Agreement Projects
Financial planner contract
"Allen was very thorough and explained everything in a manner we could understand. He was not only knowledgeable on contracts but financial contracts and potential issues. I will not hesitate to retain Allen for future projects."
Reply From Allen L.
Thank you so much for this. Investment advisory contracts sit right at the intersection of contract law and financial regulation, and I am glad the explanation landed clearly rather than adding to the confusion. It would be a pleasure to work with you again whenever the need arises. Allen
View MoreReview & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement
"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."
Meet some of our other Financial Advisory Services Agreement Lawyers
March 6, 2025
Alisha K.
Experienced real estate and business transactions attorney, including purchase and sales across the US, tenant leasing, real estate management, and a wide variety of business contracts. I most recently served as the general counsel for an investment company, where I handled the purchase of over 100 properties across the country, managing the projects from start to finish, including the contract, title review, due diligence, entity creation, leasing, investment offering documents and the closing for each property. I have handled a wide array of agreements and negotiations for commercial real estate (including office, retail, industrial, medical, and multifamily), cash investment, and business needs.
March 8, 2025
David W.
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.
March 9, 2025
Christopher R.
Over the course of the past 30 years, in both General Counsel roles (3 times) and in private practice, I have built a successful national real estate transaction, construction, and environmental law practice
March 11, 2025
Stefan R.
I'm an experienced attorney with a vast experience in legal fields.
March 20, 2025
Samantha O.
After a successful career in property management and commerical lending, I became a transactional Corporate and Real Estate attorney at an AM 200 law firm, drafting and negotiating purchase agreements and closing documents, interpreting laws, rulings, and regulations for real estate and corporate transactions, conducting due diligence, as well as rendering advice on real estate financing, development, management, leasing, zoning, and land use. I also served as in-house counsel for a multi-million dollar real estate data company, where I advised executive leadership on contracts, corporate governance, compliance, and risk management, giving me a strong understanding of both the legal and business aspects of a variety of industries.
Dana M.
I have been licensed in California since 2003. I have diverse experience in the legal field and have worked in both public and private sectors. I have primarily worked in the area of family law but have experience in employment immigration and eDiscovery.
March 27, 2025
Marlene A.
Marlene is an accomplished attorney at Mandelbaum Barrett, specializing in litigation and real estate law. With a practice focused on buy and sale transactions, leases, litigation, and landlord/tenant matters, Marlene will bring a wealth of knowledge to the matter. Additionally, Marlene effectively navigates complex legal challenges and strives to achieve favorable outcomes for clients in the real estate sector.
Don S.
I’m a New York-licensed attorney with over 12 years of experience in business law, commercial transactions, and cross-border advisory work. I regularly assist companies—ranging from startups to multinational firms—with drafting and negotiating key commercial agreements, including service contracts, distribution and reseller agreements, SaaS terms, joint venture arrangements, and NDAs. My background includes advising on business entity formation, contract structuring, and risk allocation across a wide range of industries, including tech, finance, and professional services. I also have experience serving as outside counsel to growing companies, providing practical, business-oriented legal support across a variety of matters. I’m responsive, efficient, and accustomed to working independently with minimal oversight. I'm the founder and principal attorney of a solo practice law firm based in New York, which I manage remotely as a global/digital nomad. My primary practice area concerns cross-border transactions between U.S. investors and private fund managers in Asia.
Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.
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Vermont Financial Advisory Services Agreement lawyers by city
Contracts Counsel was incredibly helpful and easy to use. I submitted a project for a lawyer's help within a day I had received over 6 proposals from qualified lawyers. I submitted a bid that works best for my business and we went forward with the project.
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I got 5 bids within 24h of posting my project. I choose the person who provided the most detailed and relevant intro letter, highlighting their experience relevant to my project. I am very satisfied with the outcome and quality of the two agreements that were produced, they actually far exceed my expectations.
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