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AG
Ale G.

03/24/2016

Provided by YP.com

I am disappointed and would like to warn all of you about rolling over your present funds into accounts this consultant may suggest to you. I trusted that she would follow my request and held off submitting the documents to my current company and she did not do it. My money was disbursed against my wishes because my documents were submitted even after I clearly stated to her that I had to hold off on this transaction for personal reasons. My funds are still outstanding. My current company does not have them; her company (the one she represents) does not even have an account number for me. It has been over a month and my retirement fund is missing.





UPDATE: Three months later and my money is still not in an account, any account. My retirement is gone up into the air. Needless to say I am desperately searching for help but cannot afford an attorney.

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BBB Rating
A+
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Hours
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Category
Estate Planning, Probate, & Living Trusts
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