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.
This week, on behalf of an unsophisticated investor who had suffered an enormous tax consequence as a result of the sale of a variable annuity, Green, Schafle & Gibbs settled for a substantial proportion of the tax impact.
The Green Firm has filed a claim through FINRA arbitration against Fidelity Investments and its financial advisor on behalf of a retired Texas pharmaceutical salesman for losses in excess of $200,000.
