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

Coleman Law Firm

Attorney Jeffrey P. Coleman answers a common question about what investments a person should consider.

Video 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 size does not fit all. So, when a broker recommends to you, their first duty is to get to know their customer, to check them out, and make sure that they are providing investments that are suitable for your goals and your risk tolerance.

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