Professional Retirement Planners

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The owners (husband & wife) mail me a personal invite to come in for a free financial review and offer a no obligation $100 gift card for my time. I called the 1800 number and set up an appointment. After meeting with Mr. Romer for close to an hour and sharing my financial information with him, he tells me that he can't do anything for me and that I have my finances in order ( I now know that I didn't fit his criteria for scamming me!). I was surprised that he didn't offer me any services but politely left the meeting. However, when I asked for my complimentory gift card, he and his wife became irritated and rude. Mr Romer rudely told me that I was trying to steal a gift card from him and immediately asked me to leave. What a piece of work. I guess I am fortunate that I didn't get involved with this company. I am sure it would not have been a good move. Another husband & wife scammer in Vero.