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Annuities

In search of an investment product that would bring greater returns for their clients, many financial advisors recommend that their customers purchase annuities. Yet, when...

Questar Capital

Our law firm is processing claims against Questar Capital Corp. for unsuitable investment recommendations and misrepresentations. Specifically, many former and current BellSouth n/k/a AT&T employees...

Evergreen Ultra Short Opportunities Fund

The Evergreen Fund, which has four different classes, A, B, C and I, is a fund that is managed by Evergreen Investments which is the...

Auction Rate Securities

Investors around the world who were looking to put their money in a safe place that would not be subject to the volatile securities markets...

Employee Stock Options

For decades employers have sought to improve the ways a company can motivate, retain and compensate valued employees.  The two main types of employee stock...

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New York, NY

New York, NY
  • 48 Wall Street,
    Suite 1100,
    New York 10005

  • Phone: +1 (212) 269–9956
    (by appointment only)

Palm Beach, FL

Palm Beach, FL
  • 2875 So. Ocean Blvd
    #200-55
    Palm Beach, FL 33480

  • Phone: +1 (561) 997-9956
    (by appointment only)

Beverly Hills, CA

Beverly Hills, CA
  • 8383 Wilshire Blvd
    Suite 800
    Beverly Hills, CA 90211

  • Phone: +1 (310) 299-9775
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Irvine, CA

Irvine, CA
  • 2030 Main Street
    Suite 1300
    Irvine, CA 92614

  • Phone: +1 (949) 721–9956
    (by appointment only)

Omaha, NE

Omaha, NE
  • 10855 W Dodge Rd
    Suite 100
    Omaha, NE 68154

  • Phone: +1 (402) 957-1988
    (by appointment only)

San Juan, PR

San Juan, PR
  • American Airlines Building
    1509 Lopez Landron St. -PH
    San Juan, PR 00911

  • Phone: +1 (787) 905–7630
    (by appointment only)