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Demand Sent on Behalf of Former Scott McKee Investors

Samuels Yoelin Kantor LLP

Banks Law Office PC Sends Demand on behalf of former Scott McKee investors in Oregon and Washington for return of losses in Bedrocks and DeWitt/Grand Slam

Our office has sent a detailed settlement demand letter to Berthel Fisher & Co. Investment Services, outlining investment losses of more than $650,000 from illegal investment transactions involving Bedrocks Coffee and DeWitt/Grand Slam. McKee made some of the investments without the prior knowledge or consent of McKee’s clients.

For the other investments at issue, our clients were not told the truth about the so-called investments. Berthel Fisher lawyers have agreed to review and discuss our claims and attempt to settle them. We are hopeful that we can reach an agreement with Berthel Fisher because of the blatant violation of the securities laws and damages suffered by our clients. If we are not able to reach a settlement soon, we will be filing a FINRA arbitration claim for our client group demanding a return of their investment losses.

If you have made any investments with Scott McKee or if you have had a similar experience with another financial advisor, please give us a call or fill out one of our confidential case analysis forms.

Client Reviews

Darlene was just fantastic in every way representing me in resolving an over two year situation with me as beneficiary in a Trust . . . She turned every over every rock and stone and actually saved me half of her fee...

Client, Trust Dispute

“I am so happy that all my contacts and calls finally led me to your doorstep. It is with a feeling of satisfaction that I can put this issue to rest now. I did what was right and fair (but I know life isn't fair) and...

Client, Brokerage Account Dispute

Darlene was so helpful in this matter, I had been trying for months to get help and she came through for me . . . I would recommend her in a heartbeat.

Client

You folks put on an excellent case and we were, to say the least, extremely nervous about the outcome.

Opposing Counsel

I know P**** has expressed her sincere thanks to you, but I wanted to do the same and let you know how much I appreciate your time and the professionalism with which you have handled this matter. We will hope and pray...

Client

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