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WELCOME TO WITTENBERG LAW

Wittenberg Law was founded upon almost two decades of experience in the investment industry. The firm is dedicated to helping investors achieve a fair playing field in the securities markets. Clients typically come to the firm to help them evaluate …

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Office details:

100 Wilshire Blvd.
Suite 950
Santa Monica, CA 90401

Phone: 310-295-2010

Toll Free: 877-352-2010

Fax: 877-352-2011

 
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Litigation & Arbitration

Reverse Mortgages: Recent Lawsuits
Raise Concerns Over Mortgagor Conduct

November 17, 2011

The article below discusses recent lawsuits filed against Wells Fargo and Fannie Mae for refusing to abide by contract terms and allow heirs to purchase property at the appraised value rather than the mortgage balance. If you have any concerns about your reverse mortgage, contact Jeffrey Wittenberg at (877) 352-2010.

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Institutional Investors

48% of Middle Income Baby Boomers Are Not Comfortable Making Investment Decisions

November 17, 2011

Additionally, the report stated that 43% have contacted an investment adviser. These figures are astounding because many of these people will be, or have waters without the proper defenses. If you have any concerns about your reverse mortgage, contact Jeffrey Wittenberg at (877) 352-2010.

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Individual Investors

Philadelphia-based Investment Adviser
Charged with Fraud

November 17, 2011

The SEC charged Sam Otto Folin (“Folin”), Benchmark Asset Managers LLC (“Benchmark”) and Benchmark’s parent company, Harvest Managers LLC (“Harvest”), with misappropriating approximately $8.7 million from advisory clients, friends and family through material misrepre-sentations and omissions. Folin and Benchmark are based in Philadelphia, Pennsylvania.

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Retirees & Caregivers

Protect Yourself - Aging can be dangerous
to Your Investments

November 17, 2011

Years of handling your own finances and investments sharpen the ability to make sound decisions. But failing to prepare for the day when growing older hampers your judgment can be costly at an age when more is at stake. Seniors older than 65 hold about $18 trillion in assets, according to government data, or about a third of all U.S. net worth.

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