Does your RIA have insurance for unsuitable investments?

Seeking guidance from a financial adviser is a common occurrence in the world of individual investing. These financial advisers are supposed to not only provide their experienced input, but should also respect the wishes of the investor when it comes to taking risky moves. Sadly, some of these advisers still make unsuitable investments that leave their New York clients financially devastated. Even worse, many do not have insurance to cover these losses.

Can I trust my financial advisor?

You need to be able to trust your financial advisor to manage the money that will allow you to retire and your family to live comfortably. This makes selecting the correct advisor critical. Choosing the wrong person for the job could have significant consequences.

Contact Timothy J. Dennin

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