Lawyers With Purpose welcomes guest blog and Tri Annual Practice Enhancement Retreat sponsor, David A. Weintraub, P.A. "Many Stockbrokers and Investment Advisors Take Advantage of Senior Citizens. We fight back!"
The sad truth is that not all stockbrokers and investment advisors are ethical. While many are very ethical and do the best they can for their clients, others give ill-advised or inappropriate advice, and sell high commission, high risk products, that are not suitable for your clients. Much of this predatory behavior is at the expense of senior citizens – your clients – who are unaware of the consequences of these unethical and illegal practices.
We fight back against these predators. We protect the interests of those who have been taken advantage of by unscrupulous investment advisors. We hold them accountable for their actions and strive to compensate their victims for their losses.
We look forward to meeting you next week and working with you to help your clients recover losses they should never have incurred.
For more information about David Weintraub’s practice, please click here. David was also recently mentioned in the elder abuse related article you can find here: http://www.sun-sentinel.com/local/broward/pembroke-pines/fl-pines-century-village-financial-20150122-story.html
Lawyers With Purpose cannot wait to be in the room with all of our member and vendors next week in Charlotte for our Tri Annual Practice Enhancement Retreat! Safe travels and we'll see you soon.
Roslyn Drotar - Coaching, Consulting & Implementation, Lawyers With Purpose