Did you suffer significant losses in your investment account in 2008 or later?

We are currently filing such cases but they must be filed soon. Do NOT wait.

Even if you do not have a case, we can explain why your losses occurred - there is no cost.

If your advisor was or is a friend, be assured we respect that and only name the firm.

Most (90%) of our cases settle favorably for our client before any formal hearing is necessary.

There is no reason not to call us. Besides that, we are nice people and easy to talk to!

 

 

Home Cases We're Working On
Variable annuities with high risk sub-accounts sold to older persons.

Variable annuities are some of the most costly investments sold in the U.S. with many hidden fees. There is almost always a better and less costly investment available with the same return over time. Variable annuities have sub-accounts which are often loaded up by investment firms in high risk aggressive equities which are entirely unsuitable for older people. Finally, the pay out date on annuities is often likely to occur after death; thus depriving the investor of the liquidity of their assets. The true reason annuities are sold is that they pay a huge up-front commission to the sales agent. This true reason is rarely disclosed to the investor.

 

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