Negligent Retirement Advice

In certain circumstances, stockbrokers, financial planners and Certified Public Accountants can be held liable for providing negligent advice on when to retire. Be wary of free seminars where a broker pitches a strategy that recommends that an investor employ the following actions: immediate retirement; opting out of the company’s retirement plan only to take a lump-sum payment in cash for the value of his/her pension; open a traditional Individual Retirement Account at the broker’s firm; and investment in variable annuities or other risky securities. Be skeptical of early retirement investment claims and if you are the victim of such negligent advice contact us.

If your registered representative provided you with negligent retirement advice immediately contact the attorneys at Mathews Giberson LLP to learn more about your rights.

Please contact us at 954-463-1929 to discuss your particular needs. We look forward to hearing from you.