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125 S Wacker Drive, Suite 300
Chicago, IL 60606
Phone: (312) 238-9650
2815 Elliott Ave., Suite 100
Seattle, WA 98121
Phone: (888) 637-5510
Your broker fails to return your calls.
You don’t understand the transactions on your statements.
Your broker fails to disclose important information regarding an investment purchase.
Your broker begins trading in high risk and speculative investments.
You are paying capital gains taxes when your account value is decreasing.
You find transactions on your account statements that you did not previously authorize.
As a guideline, if you are retired and have lost more than 15% of your account in a single year or have suffered large losses in a single security, you should have someone review your account to determine if the investments selected by your financial professional are in keeping with your investment objectives.
Contact us now for a free consultation!