Estate Planning Blog

Coleman Law Firm

Ready to Speak To An Attorney?

Personal Attention.

Powerful Representation.

Proven Results

Knock, Knock…Home Solicitation Laws

Author: Connie E. McCarthy, J.D. – Law Clerk at the Coleman Law Firm   Are you tired of the pesky salespeople knocking on your door at home? It is a salesperson’s job to try to sell you their product. Do not feel obligated to make a purchase, even if the …

Read More

How Do I Protect Myself From Wrong-Doing By A Financial Advisor?

Attorney Jeffrey P. Coleman discusses checking out the background of your financial advisor in order to protect your investments. Transcript: First thing you want to do to protect yourself from wrongdoing by a financial advisor is to check out their background. There are online activities such as the Broker …

Read More

What Do Diversification And Asset Allocation Mean?

Attorney Jeffrey P. Coleman discusses diversification and asset allocation. Transcript: Diversification and asset allocation are two of the most important parts to a successful investment portfolio. Diversification means having your assets involved in a number of different industries. People, for instance, who had a lot of investments in the …

Read More

What If My Financial Advisor Does Not Tell Me The Whole Story?

Attorney Jeffrey P. Coleman disccusses how important it is to fully understand your investments. Video Transcript:  This can be a real problem for you and your family, if a financial advisor doesn’t properly tell you all the risks associated with an investment. You could be led into a real problem …

Read More

My Investments Were Not Right For Me. What Should I Be Looking For?

Attorney Jeffrey P. Coleman answers a common question about what investments a person should consider. Transcript: You know investment choices have to be made based upon suitability. That means that the investments that are recommended to you have to meet your requirements, your investment objectives, your risk tolerances. One …

Read More

Is it OK If My Broker Sold Me A Product That Does Not Show Up On My Statement?

Read More

Could There Be An Issue If I Have Been Sold A Large Portion Of Only One Product Or Investment?

Read More

What Should I Do If My Broker Does Not Do What I Asked Them To Do?

Read More

What Should I Do If I Was Sold A Promissory Note That Has Defaulted?

Read More

Investment Advisor Shaun P. Golden

We are currently considering cases involving investors whose investments were managed by investment advisor Shaun P. Golden out of New York. According to publicly-available information, Shaun P. Golden has been permanently barred from associating with any brokerage firm in any capacity. His record also reflects that he was terminated from …

Read More

Speak With Our Attorney

Schedule a time to speak with our attorney by clicking "Book a Call" below

Join Our FREE eNewsletter

Subscribe to our eNewsletter

Client Success Stories

Search Coleman Law Firm