Geller & Associates’ focus is investigating and pursuing financial loss resulting from the negligence of financial advisors.
- We help clients when they have suffered losses as a result of financial advice including advice from stockbrokers, mutual fund representatives, insurance agents and financial planners
- These losses include loss in the value of their investments and in financial opportunities
- We help clients bring their complaints to the regulators and licensing bodies who have accredited the financial advisor
- We help people recover some or all of their losses.
We understand the financial advisor’s obligations to you. We help you to learn what your financial advisor was obligated to do and we explain, if they failed you, how they failed you.
We tell you in plain English whether our detailed investigation of your circumstances supports a claim or whether our investigation concludes that you are best to get on with getting on. While our opinion may not be palatable, we will not recommend that you pursue a claim unless our detailed investigation supports a business case for you to proceed.
If, for example, your loss will not support the business case for a claim, your case is not supported by the paperwork or you cannot face the grind involved in pursuing a claim, then we will recommend that you not go further. Sometimes it is enough to know your options without proving your point. Sometimes the loss suffered is so great that despite the stress and energy involved in standing up for your rights, you must take a stand. If you must take a stand and your claim supports this position then we will be pleased to be at your side as your guide and advocate.
In short, if we can, we help to recover your financial loss, or as much of this loss as possible.