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Yearly Archives: 2016

Nov 15, 2016 - Annuities by |

California annuity fraud attorney: Illustrations

ATTORNEY NEWSLETTER Misleading Annuity Illustrations When seniors go to a financial advisor, they often aren’t specifically looking for an annuity. They want to protect their savings, and ensure that they can find a way to make their savings last through their retirement. A financial advisor often sees this as an […]

Nov 12, 2016 - Uncategorized by |

Marin County Investment Fraud Attorney: SEC Fraud

ATTORNEY NEWSLETTER Investment Fraud and SEC Investigations As financial advisors warn about the “retirement shortfall” that is facing many retirees, seniors are coming under increased pressure to buy financial products, leverage assets like their homes, and find other ways to make their money last. One of the riskiest choices seniors […]

Nov 8, 2016 - Uncategorized by |

Santa Clara FINRA Arbitration Attorney: Brokers

ATTORNEY NEWSLETTER Brokers Avoiding Arbitration Awards Our Santa Clara FINRA arbitration attorneys make no secret about being opposed to binding arbitration clauses. Our attorneys, like many in the state of California, believes that requiring consumers to forego their right to a public trial and instead compelling them to air their […]

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