Current Topic: Dissatisfaction with Financial Services Firm

ake our informal survey to help us understand the satisfaction level you have with your financial services firm, its advisers and their investment strategies. Check the box next to each question to indicate "yes", and use the text boxes to type in your responses as appropriate.

Do you or did you have an account with a financial services firm?

If you are an ex-client of that company, what motivated you to leave?

Are you satisfied that the company made appropriate investments for you given your needs and objectives?

Are you satisfied that the company knew what your tolerance for risk was in managing your account?

Are you aware that there is an arbitration process that allows you to seek recovery of your investment losses, and that attorneys may be able to represent you on a contingency fee basis?

In order to determine if there is a potential claim, we will need to review your account statements and marketing material and gather information on your experience with your financial services firm.

Would you like one of our attorneys to contact you (at no obligation to you) to discuss how you can recover your investment losses?

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Current Topic: Dissatisfaction with Financial Services Firm

Contact Information: Greeting: *First Name: *Last Name: *Email: Telephone: Company: Address1: Address2: City: State: Postal Code: Country: *Required Field

Contact Information:

Greeting:

First Name:

Last Name:

Email:

Telephone:

Company:

Address1:

Address2:

City:

State:

Postal Code:

Country:

Required Field