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By AI, Created 6:20 PM UTC, May 20, 2026, /AGP/ – Haselkorn & Thibaut, P.A. is offering a free elder financial and investment fraud assessment for investors age 55 and older who suspect losses from advisor misconduct. The move comes as federal and industry data point to rising elder-targeted fraud and billions in estimated losses in 2025.
Why it matters: - Retirees face a growing risk of losing savings to fraud, negligence, and unsuitable investment advice. - The firm says older investors often cannot easily recover losses the way younger investors can. - Families looking for help after suspected account losses now have a no-cost screening option.
What happened: - Haselkorn & Thibaut, P.A., which operates as Investment Fraud Lawyers, launched a free elder financial and investment fraud assessment. - The program is aimed at investors age 55 and older who suspect losses or damages from misconduct, negligence, impropriety, or fraud. - The firm is based in Juno Beach, Florida, and maintains offices in Florida, New York, Arizona, Texas, and North Carolina.
The details: - The announcement cites U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority data showing Americans age 55 and older lost an estimated $2.9 billion to fraudulent schemes in 2025. - SEC enforcement data shows the number of cases involving investors age 60 and older rose 63% between 2022 and 2025. - FINRA says elderly investors face disproportionate risk from unauthorized trading and churning, misrepresentation of investment risk, Ponzi schemes and affinity fraud, and broker negligence or failure to supervise. - The assessment is available at no cost and no obligation for losses or damages in a brokerage or investment account or portfolio within the past six years. - The review generally includes trading activity, investment strategy recommendations, the advisor and firm background, possible arbitration, court, or mediation options, and potential red flags. - The firm says its cases are typically handled on a contingency-fee basis, with clients paying nothing unless there is a recovery. - Haselkorn & Thibaut says it has been involved in more than $520 million of securities cases and reports a 98% success rate. - The firm says its attorneys have Martindale-Hubbell AV Preeminent rankings and repeated Super Lawyers selections. - Jason S. Haselkorn and Matthew R. Thibaut are former Wall Street-employed financial advisors and former defense-side attorneys who represented large financial services institutions before moving to investor-side work. - Investors or family members can request an assessment by calling 1-888-885-7162 or visiting the firm’s website. - All consultations are confidential.
Between the lines: - The pitch is part consumer warning, part legal intake funnel. - By focusing on retirees and the past six years of account activity, the firm is targeting claims that may be actionable under arbitration or litigation rules. - The former-defense and former-advisor background is positioned as a credibility signal for clients deciding whether to pursue a claim.
What’s next: - Older investors and families who suspect losses can request a screening now. - The firm is likely to use the assessment to identify cases that may qualify for recovery through arbitration, court, or mediation. - Increased attention on elder fraud could push more retirees to review account activity and advisor conduct sooner.
Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.
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