Green, Schafle & Gibbs is pleased to announce the favorable resolution of a case involving two aging Pennsylvanians whose broker allegedly engaged in unsuitable investments and excessive risk in their retirement savings' accounts.
Retired Investor Recovers for Overconcentration in Bank Bonds
Overconcentration Case Settled Against Major Brokerages
The Green Firm is pleased to announce settlement against two major global investment firms on behalf of a client who suffered overconcentration in their account. After taking over the case from another party, the firm increased the settlement value by nearly $25,000 over what was previously offered.
Responsible Attorney: Daniel Lipson, Esq