Investment Fraud Lawyers Launch Free Elder Financial and Investment Fraud Assessment for Retirees

Haselkorn & Thibaut is a nationwide investment fraud law firm offering free assessments for retirees who suspect losses from advisor fraud.

Investment and financial fraud, negligence, and impropriety relating to retirees has reached record levels, with many Americans aged 55 and older losing an estimated $2.9 billion to fraudulent schemes in 2025 alone, according to data from the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority. In response, Haselkorn & Thibaut, P.A., operating as Investment Fraud Lawyers, has launched a free elder financial and investment fraud assessment designed to help older investors identify whether their losses or damages resulted from misconduct, negligence, impropriety, or fraud.

For investors age 55 years and older they are approaching or have reached retirement and their financial goals, objectives, and risk tolerance shift away from more aggressive or riskier investment products or strategies as they are no longer in a position to replace any losses. “The retirement savings people spent decades building can disappear faster than expected when there is fraud, negligence or impropriety,” said Matthew Thibaut, securities arbitration attorney at the firm. “What makes this worse is that the people targeting retirees know exactly how to exploit trust for their own ulterior motives. Our legal team spent decades defending the institutions that created these systems. We understand where the gaps are, and we use that knowledge to fight for our clients.”

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The scale of elder financial fraud

The volume and sophistication of elder-targeting scams have accelerated sharply. According to SEC enforcement data, the number of cases involving investors aged 60 and older grew by 63% between 2022 and 2025. FINRA, which oversees the conduct of approximately 635,000 registered securities representatives, reports that elderly investors face disproportionate risk from three specific categories of misconduct:

– Unauthorized trading and churning
– Misrepresentation of investment risk
– Ponzi schemes and affinity fraud
– Broker negligence or failure to supervise

What the free assessment program covers

The firm’s elder financial fraud assessment program is open to any investor aged 55 years or older who has experienced losses or damages in a brokerage or investment account or portfolio within the past six years. The assessment is provided at no cost and no obligation and generally includes:

– A review of trading activity;

– An analysis of individual as well as overall investment strategy recommendations;

– A review of the financial advisor and firm background;

– A preliminary evaluation of whether the investor qualifies for arbitration, court, or mediation;

– Identification of potential red flags that may indicate fraud, negligence, or impropriety.

The firm typically handles matters on a a contingency-fee basis. Clients pay nothing unless the firm recovers losses or damages for the clients.

The firm’s track record

Haselkorn & Thibaut, P.A. has been involved in over $520 million of securities cases, with a 98% success rate. The firm includes attorneys who are ranked in the Top 2% of attorneys nationwide by Martindale-Hubbell AV Preeminent, a peer-reviewed rating system, and both partners have been selected repeatedly over many years for inclusion in SuperLawyers, another peer review system that lists the top 2% of practicing lawyers in certain specialty areas. Jason S. Haselkorn and Matthew R. Thibaut are both former Wall Street employed financial advisors and former defense-side attorneys who spent years representing large financial services institutions before shifting their practice to advocate for individual investors.

How to request an assessment

Investors or their family members can request a free elder financial fraud assessment by calling 1-888-885-7162 or visiting investmentfraudlawyers.com. The firm maintains offices in Florida, New York, Arizona, Texas, and North Carolina. There is no cost for the assessment, and all consultations are confidential.

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