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About Us

Ciklin Lubitz & O’Connell is an established law firm with over 30 year history.

Investment Litigation AttorneysThe firm believes in working closely with our clients throughout the arbitration or litigation process. Our goals are aligned with yours, to maximize your potential recovery. We aggressively and zealously represent you, and advocate on your behalf in an effort to help you through what we know and understand to be a difficult situation. We leverage our experience to get you the best possible results.

Firm Philosophy

The firm believes in building long-term partnerships with our clients. We look to prevent legal problems before they occur, negotiating solutions wherever possible. We believe in providing our clients with accurate information as early as possible in the process so clients can make informed decisions. We create realistic and reliable budgets. Our focus on building a strong relationship with our clients ensures that as we grow our client list, we do not dilute the high level of professional attention to each individual client and matter.

Ciklin Lubitz & O’Connell’s securities department is ready to counsel or assist you in handling any large and complex legal matters related to:

  • Annuities
  • Bonds
  • Breach of contract
  • Breach of fiduciary duty
  • Derivatives
  • Equities
  • ERISA
  • Exchange traded funds
  • Fraud
  • Hedge funds
  • Non-compete agreements
  • Options
  • Pension benefits
  • Private placements
  • Product cases
  • Promissory notes
  • Selling away
  • Structured products
  • Suitability
  • Unit investment trusts

Weekly Report

Weekly Report – 6/19/17

In Financial Advisor IQ, on 6/14/17, it was reported that a former Morgan Stanley financial consultant was the subject of a securities regulatory action by the Financial Industry Regulatory Authority (FINRA) alleging that he had concealed losses in a client’s investment account.  According to the article, FINRA alleged that Kim Dee Isaacson had misrepresented the…

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Other Legal Matters

The law firm’s dedicated practice areas also include real estate, construction law, land use, zoning, tax, business law, commercial litigation, employment law, securities litigation, estate planning, probate and trust litigation, family law, and appeals.