Three years before my husband and I retired, we were faced with the realization that our hard-earned money saved for retirement had been mismanaged, leaving us with a significant loss of funds. My husband suggested we seek someone to evaluate our losses. I was reluctant at first. I was angry and in disbelief how someone could do this to us and how we were so trusting. I just did not want to deal with this “mess”. Eventually, we did meet with Bob Rex. It did not take Bob long to determine via an audit that we should file a claim for recovery of our losses.
Bob and his assistant Nan were superb. I truly felt that I was part of their team when asked to gather documents or answer questions. I knew they were on top of our case. My husband and I appreciated the expert knowledge, respect and support we received from both Bob and Nan. And yes, we had very positive results.