I entrusted him with making sound financial decisions for me with a large portion of my life savings, but soon found out he is not all that knowledgeable about financial investments as they pertain to avoiding taxable events, or, the correct process in moving funds from one institution to another.
Once I was able to solve the issues at hand with all parties involved, he refused to cooperate with a simple letter of absolution.
Ponder Financial & Retirement Firm, Inc. Reviews
I entrusted him with making sound financial decisions for me with a large portion of my life savings, but soon found out he is not all that knowledgeable about financial investments as they pertain to avoiding taxable events, or, the correct process in moving funds from one institution to another.
Once I was able to solve the issues at hand with all parties involved, he refused to cooperate with a simple letter of absolution.
Ponder Financial & Retirement Firm, Inc. Reviews
He is an insurance agent. Report your complaint to the California Department of Insurance.
http://www.insurance.ca.gov/01-consumers/101-help/