Did You Lose Money After Your Financial Advisor Said You Could Retire???

Did you quit your job because your financial advisor told you that you had enough money to retire on, and it turned out that your financial advisor was wrong?  My law firm may be able to help.

One of the main goals of working with a financial advisor is saving for retirement, and sometimes financial advisors may engage in risky investment strategies to get you the money you need to retire.  While a risk investment strategy may be suitable before you retire, it is unsuitable once you retire.  Retiring is a significant life-changing event and the day you tell your financial advisor that you have retired, your financial advisor has a duty to reevaluate your investment strategy and should move your money into more conservative investments.

However, my law firm has found that not all financial advisors adjust their investment strategy to reflect that their clients have retired.  And as a result, financial advisors often lose their clients’ money, and their clients must return to work instead of enjoying their golden years.  Our law firm has helped people in this exact situation, often recovering enough money so that our clients can go back to enjoying their retirement.

If an investment advisor or stockbroker convinces you or a loved one to quit a job by telling you that you have enough to retire and it turns out they were wrong, we urge you to contact our office to see if you have a claim for damages.

Most lawsuits against financial advisors, investment advisors or brokerage firms must be brought in FINRA or AAA arbitrations.  The attorneys at Epperson & Greenidge have extensive experience within FINRA and AAA arbitrations as well as litigating in state and federal court.  We specialize in bringing these claims on behalf of investors.  We also have specific experience representing clients who have lost money due to bad advice from financial advisors or financial advisors mismanaging their clients’ investments.  We accept cases on a contingency basis: we only get paid if you collect money.  Time to file your claim may be limited, so call 877-445-9261 now to speak to an attorney for a free consultation or send an inquiry to us directly here.