There are far too many ways for unscrupulous advisors to take advantage of clients. This is a list of but a few. Steer clear of people more interested in benefitting their lives than yours. Get to know us – contact us!
“Bernie Madoff, the once highly regarded investment advisor turned Ponzi swindler, exemplifies the dark underbelly of the financial advisor field. At first, Madoff appeared to be the perfect financial professional for his clients. The rich and elite had no idea their stellar returns were funded by incoming Madoff investors. If the wealthy elite can get snookered by a financial advisor, what’s to protect the average individual from the same fate? Beware of financial advisor scams and learn how to protect yourself.”