“On retirement my IRA was with Vanguard and was looking for a local adviser, after talking with\na few advisers I choose ***** Financial after our initial meeting and meeting after I signed all the paper work. Mr. ***** never disclosed his Broker Commission Fee on the Annuity he sold me on, which I have found out was above 10% I would have never agreed to that if I would have been told up front. Recently I have moved all remaining funds away from ***** but I'm stuck now with a annuity that the surrender value will affect my retirement goals. I would never recommend this firm to anyone for this reason“
Financial Planners
Financial Planners
“On retirement my IRA was with Vanguard and was looking for a local adviser, after talking with\na few advisers I choose ***** Financial after our initial meeting and meeting after I signed all the paper work. Mr. ***** never disclosed his Broker Commission Fee on the Annuity he sold me on, which I have found out was above 10% I would have never agreed to that if I would have been told up front. Recently I have moved all remaining funds away from ***** but I'm stuck now with a annuity that the surrender value will affect my retirement goals. I would never recommend this firm to anyone for this reason“