Balboa Wealth Partners

Jan 2023

My elderly family member with dementia suffered unrepairable financial harm by one of their agents named koz. Retired and nearly 70 years old he puts 95% of her entire retirement portfolio into annuities knowing she was going to need money to live on and would have no choice but to pay penalties. Fact is he stood to make the most amout of money selling her such products and with her dementia she had no idea that he was only looking out for his best interests. Watch out for this company