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Financial Abuse

Phoenix Elderly Abuse Lawyers Help Victims Of Financial Exploitation

Personal injury lawyers representing senior citizens who have been taken advantage of for financial gain in Arizona, including Phoenix, Yuma, Tucson, Glendale and Chandler.

Various parties may attempt to use the vulnerability of elderly people and engage in elder abuse for their financial advantage. These include strangers who sell seniors goods or services at inflated prices, often failing to deliver anything of value; financial professionals who misuse their fiduciary responsibility for the assets of an older person; caregivers in the elderly person’s home or in an institutional setting, such as a nursing home or assisted living home, and family members who exert undue influence or subterfuge to gain access to an elderly person’s assets.  If you or a loved one have been the victim of financial elder abuse, contact an experienced financial elder abuse lawyer in Phoenix, AZ for a free legal consultation and legal counsel.


Elderly Abuse Lawyers Help Victims Of Financial Exploitation

Seniors with Alzheimer’s or other forms of mental impairment are especially vulnerable to financial exploitation and fraud. If you or a loved one have been unconscionably preyed on by a third party for financial gain, the Phoenix personal injury attorneys at Wattel & York will use of decades of experience in defending the rights of the elderly to aggressively fight for justice. Remember that the law is on the side of those who can’t fend for themselves; contact us today to take the first step towards justice for you and your family.

The Center of Excellence on Elder Abuse and Neglect at the University of California at Irvinereported some of the ways in which the unscrupulous prey on those who are vulnerable because of age, isolation, loneliness, cognitive impairment, or illness.  Some of the signs of elder abuse, and specifically financial elder abuse could be taking place are the following:


  • Selling home repairs at high prices and not doing the work
  • Making automobile repairs at high prices and not completing the work
  • Persuading the elderly person to take out a loan with high interest rates and/or hidden fees
  • Selling phony insurance policies
  • Selling phony funeral expenses
  • Selling travel packages presented as being low cost but having hidden fees
  • Telemarketing to the elderly and giving them nothing for their money
  • Requesting money by email for a purchase and giving nothing


  • Cashing an elderly person’s social security or pension check and keeping the money
  • Selling personal items for an elderly person and keeping the money
  • Gaining access to a bank account against the elder’s will
  • Transferring the title of the elderly person’s property to another person
  • Using an elderly person’s debit or card without permission
  • Forcing the person to sign a power of attorney
  • Taking money without permission or on false pretenses
  • Forcing the elderly person to make unwanted or unneeded purchases
  • Changing a will or influencing the elderly person to change their will
  • Denying the elderly person access to or control over personal funds

In addition to those means listed above, a professional financial advisor or stockbroker – or a guardian or trustee appointed by the court – may violate their fiduciary responsibility and misuse funds to the detriment of the elderly person.


If another party’s greed has stripped a vulnerable elderly of assets, action must be taken to hold the party accountable for their deplorable misconduct. The person may be guilty of a crime, but recovering the lost assets and other damages will usually require a civil action with the help of a Phoenix, AZ elder abuse attorney.

The Arizona injury attorneys at Wattel & York help seniors and their families recover assets and other damages they have lost to those who prey on the elderly. If you or an elderly person you know has been harmed by financial abuse, call us today to schedule a free case evaluation. We serve East Valley, West Valley, Tucson, Yuma and the entire Phoenix area. If you can’t come to the office, we will be happy to meet you in your residence.

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Cathy M.

“I was the passenger in a vehicle that was 'T- Boned' at an intersection in 2014. The issues of responsibility and recovery became a difficult and convoluted confusion. I really needed help. This Team at Wattel and York walked me patiently and encouragingly through difficult months, sorting through issues and finally arriving at a satisfactory conclusion. I especially want to name two great and encouraging "warriors" of Wattel and York who directed me along the way..Brian Torba and Melissa Patterson..to them and the whole team I say "Thank You" with heart felt gratitude. Sincerely, God Bless You.”

Robert G.

“Honesty. Integrity. Transparency. Partnership. Wattel & York brought all of these qualities and more to my accident case. I'd love to thank all of the team members who helped me with the process: David Guzman, who conducted the initial interview in my home, Aly Shomar-Esparza, who seamlessly guided me through paperwork and filings, Debbie Harrach, who conducted final review, paperwork revisions and scheduling, and Thomas Grisoni, who counseled me before and attended my deposition. I never felt alone during the arduous process and always knew there was a professional team looking out for my best interest. I highly recommend Wattel & York if you are unfortunately involved in an accident that was not your fault.”

Russ W.

“I was a passenger in a car that got t-boned a few years ago and got a huge gash. I didn't know a lot about lawyers, so I basically just picked one on the flip of a coin. I called Wattel and York and they explained everything, I went into the office and filled out paperwork. Got treatment on my gash over the time I worked with them, glad I did as it opened back up a couple times and bled. They did really good, got me the maximum amount of money, and made sure I was well taken care of. I was updated from time to time so that was good. The only thing I might change is I never got to thank or talk to my lawyer. I think it was because I was already used to dealing with the lady at their Glendale office so they just kept her as my point of contact. So it's okay, I'll thank them with a good review. The last thing I could say about them is months after I thought my case was over they called me and said they had another check for me for a few hundred dollars. Apparently, they negotiated with the hospital I went to after the accident. It was a nice surprise and shows they really had my interests in mind.”

Trent B.

“Wattel & York has been great for me in the past few years. I was involved in a really bad accident while I was on Active Duty in Yuma, Arizona and they have been patient with me every step of the way through a very long process. I would recommend them to anyone thank you for all your help.”

Levy G.

“Appreciate David taking the time to speak with me. He was most kind. From the front line with the receptionist, to him, the firm was a class act all the way around.”

Claire B.

“Dave Wattel represented me and my son on a Personal Injury case from a motor vehicle accident back in 2009. Jake P. handled my deposition and Dave did the Quarterbacking. The insurance company hired NFL referee Ed Hochuli's firm to try and deny our claim. But Wattel & York made it look as easy as Tom Brady on the football field. The result was more than acceptable and my son and I were compensated for our injuries and rehabilitation. Dave Wattel cares about his clients. If I ever find myself in a situation like this again, Wattel & York will be on speed dial!!”

Vince C.

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