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February 4, 2022

Financial Elder Abuse — How to Stay Protected

Financial Elder Abuse — How to Stay Protected It’s a more than billion-dollar scheme happening every year. And while it may not make the same type of headlines as Ponzi schemes or other types of financial crimes do, it is […]
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January 6, 2022

Should Seniors Invest in Stocks?

When it comes to the stock market, we know there is always a chance of risk. A dedicated broker will go over which stocks, in theory, will have a higher risk than others and the choices you should make to […]
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December 2, 2021

Overcharging & Elders — Warning Signs to Look Out For

Overcharging & Elders — Warning Signs to Look Out For It happens far too often — elders getting taken advantage of by their broker. We know this happens for various reasons but that doesn’t justify anyone from committing an act […]
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May 4, 2021

What is the FINRA Arbitration Process?

What is the FINRA Arbitration Process? When making investments, you expect that your money will be handled with care and fairness. Unfortunately, that’s not always the case. If you feel your money is being mishandled, that’s when you need an […]
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February 23, 2021

Understanding Safety Planning For Financial Elder Abuse

Understanding Safety Planning For Financial Elder Abuse Before discussing any type of safety planning for financial elder abuse, we must first make everyone aware of what is meant by "financial elder abuse", and how prevalent elder abuse is in the […]
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November 3, 2020

The Ultimate Guide To Identify And Prevent Securities Fraud

Do you consider yourself an investor? Whether you've sunk money into stocks, a business, or some other type of (hopefully) moneymaking opportunity, as an investor, you must always be alert. The smart investor does all they can to prevent securities […]
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Boca Raton Office

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980 N Federal Hwy #110
Boca Raton, FL 33432

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Main Office

1 Old Country Road, Suite 275
Carle Place, NY 11514

Map & Directions
Beverly Hills Office

By Appointment Only
9171 Wilshire Blvd #500
Beverly Hills, CA 90210

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