LAWSUITS NEWS & LEGAL INFORMATION
William Tatro Lawyer Interviews
November 24, 2011. By Heidi Turner.
Read [ Former William Tatro Clients Allege Unsuitable Investments ]
Rochester, NY When clients make allegations of inappropriate investments, such as the allegations against William Tatro, it can be easy to dismiss the complaints as being made by disgruntled former Bill Tatro and Eagle Steward clients. But behind some allegations are claims of large sums of money being lost in unsuitable investments and finances being devastated as a result.
October 25, 2011. By Heidi Turner.
Read [ Attorney: "People's Financial Lives Ruined" by Unsuitable Investments ]
Rochester, NY When clients turn to a financial advisor like William Tatro, or a financial firm such as Eagle Steward or First Allied Securities, they expect their money will be put in investments suitable to their risk tolerance and financial needs. An unsuitable investment is one that goes against the client's risk tolerance and financial needs. For example, a retired person can tolerate a lower degree of risk and may require more access to his money than a younger investor, meaning the retired person's account should have a low degree of risk and easy accessibility.