Recently, Heimanson & Wolf obtained a sizeable settlement against a major securities brokerage firm. In that FINRA arbitration, we represented the investor who was a young woman suffering from a terminal medical condition. Our client provided her savings to her broker, telling him that the funds would be needed to pay for her medical care down the road. Our client trusted her broker implicitly.
What our client did not realize at the time was that the broker had placed her on margin. Margin trading is when you borrow money from your brokerage firm to increase the amount of securities you can purchase. It is nothing more than a type of debt financing. This substantially increased the amount of risk that the broker was taking for our client. The broker argued that the investor knew she was trading on margin and signed off on the margin trading. Yet, she was an unsophisticated investor, and she blindly trusted the broker and his recommendations. Ultimately, we obtained a sizeable recovery for our client in settlement that contained a confidentiality provision.
Jeff and his team work diligently to represent you to the fullest. Highly recommended A++
Ilan was super professional and got me more than what I was looking for. If you ever have an issues and need it resolved. This is the firm to go too. Thanks again!
Have never met an attorney who really knows your case, and knows clients by name and not by file number. Have and would recommend his services any time.
I worked with Jeffrey Wolf back in June 2016. He was very patient, responsive, returned calls in a timely matter and always kept me up to date with my case. If you are looking for…
Very professional and overall a great experience. Mr. Wolf and his team stayed engaged and connected with me throughout the entire process and were never too busy to explain situations or circumstances. They took the…
I was fortunate to get a referral to Jeff Wolf through a friend. Jeff worked with me to settle a claim for a car accident I was in. He was courteous, professional and timely with…
I’m so thankful a friend of mine connected me with Jeff and his team. After being hurt in a car accident with my daughter I was lost for how to handle the situation. They helped…
I worked with Jeff Wolf following a hospital error that required me to have a second and more significant surgery and led to a much longer and difficult recovery effort than I had previously expected.…
The car accident I was in caused me a lot of pain both physically and emotionally and I could not have asked for a better lawyer to help me. Jeff is very kind, intelligent, professional,…
Jeff is the best lawyer around. Not only did he handle my matter - he educated me, communicated with me often, and made me feel comfortable throughout the entire legal process. Not to mention, he…
Ilan Heimanson is attentive wise and an amazing attorney. He took care of my case with the upmost of care and dedication . If you are looking for an attorney look no more . Ilan…
I am happy that was represented by Jeff Wolf during the case. Super professional, on top of the subject and keep you posted with all the updates. Team always listens to your thoughts and opinion.…
I had the pleasure of working with Heimanson & Wolf over a 4-year period on a case. They were diligent, professional and had strong strategic skills. They were recommended by a colleague, and I was…
Jeff Wolf represented my wife due to an injury she suffered while shopping at a well-known big-box retail store. Jeff went against in-house corporate lawyers from a multi-billion dollar conglomerate and won. Due to a…
Heimanson & Wolf exceeded my expectations in the work they did in every possible way. Not only did the team use their expertise to make sure that the end financial product of the situation was…
The lawyer you never think you’ll need, but glad you found. My family and I will forever be grateful to the person who recommended Heimanson & Wolf Llp to us. Jeff Wolf is caring and…
Who you want to represent you without question. They made sure I received fair compensation and did so efficiently. They stay in touch and communicate every step of the way about what needs to happen…
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