TESTIMONIALS

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This was the best of all possible outcomes and I cannot thank you and the team enough.

Michael S.

LATEST NEWS AND ARTICLES

July 22, 2025
Former Advisor Sentenced to Over Eight Years for $17 Million Fraud Scheme

A former financial advisor from Pennsylvania has been sentenced to more than eight years in federal prison for defrauding clients out of over $17 million, including his own widowed aunt.

July 21, 2025
Federal Judge Approves $91.3 Million in GWG Holdings Bankruptcy Settlements

A federal bankruptcy judge in Houston has approved $91.3 million in settlements from several professional firms, company founders, and former executives tied to the collapse of GWG Holdings Inc.

July 17, 2025
Former LPL Advisor Suspended for Beneficiary Designation Violations

A former LPL Financial advisor has agreed to an eight-month suspension and a $5,000 fine after the Financial Industry Regulatory Authority (FINRA) found he improperly named his immediate family members as beneficiaries on a client’s accounts without firm approval.