The mission of Delagify Financial is to help our clients keep their money by avoiding rip-offs, mistakes, and taxes.
Schedule a free consultation or work with a financial professional to get a second opinion.
In service of this mission, we created several resources for potential victims to educate and empower themselves.
The purpose of these resources is to make any unscrupulous salespeople, scammers, or con artists have a bad day.
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How no fees can be worse for you
R Persichitte was recently featured in a Marketwatch article about pitfalls of hidden fees: Marketwatch: The Advicer Here are more tips to not get ripped off by a lack of transparency. Transparency of Hourly Fees Advisors (like Delagify) who charge fees for services have some advantages. This method is transparent, making it easier for clients…
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Three questions to see scams coming
The collapse of FTX and its crypto-asset token, FTT, is a tragic loss for millions of investors. We aren’t going to focus on blame or whether fraud charges might be on the table but rather discuss some of the red flags that existed beforehand and what the fallout could mean in the long run. First,…
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Misleading marketing targeting Colorado Business Owners
Some financial professionals are misrepresenting the Colorado SecureSavings to imply that employers are now required to provide a 401(k).
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Top 5 ways salespeople trick you
These are the ways salespeople trick customers into buying more or buying things they can’t afford.
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Solar scams in 2022
Here is a list of common lies salespeople tell when trying to get someone to go solar.
If you feel you or a loved one are being taken advantage of, seek outside help immediately. Below are some resources to consider.
- Government Agencies or Law Enforcement
- Resources related to the type of scam
- If the scam involves banks, the Federal Deposit Insurance Corporation.
- If the scam involves financial professionals, Financial Industry Regulatory Authority.
- If the scam involves threats of legal action, the Colorado Consumer Protection Division of the Colorado Attorney General.
- If the scam involves U.S. Mail, United States Postal Service Fraud Resources. (Personal sidenote: The Postal Inspection Division has a boring-sounding title, but these are some serious professionals who don’t mess around.)
- If the scam involves a tax professional, Internal Revenue Service Reporting Tool
- Trusted professionals
- A trusted attorney, find on using the Colorado Bar Association tool.
- Delagify Financial is an Investment Advisor registered in Colorado. We provide tax, financial planning, financial accounting, and advisory services.
This page does not constitute tax, legal, or financial advice it is provided for informational purposes only.
The references herein are based on publicly available information and are believed to be reliable. Additionally, the content has not been approved or verified by any sources.