Journey Financial, LLC
Fraud

Agent did not have our best interest at heart when he did not discourage us form transfering our IRA, S from one fund to anotherWe suffered 22,500 in surender charges. Agent said we would gain that much and more with 8% bonusWe did not. Cash was put with the IRA, S which was unqualified money. Agent listed our ages 10 years younger then we are. Agent listed 00 liquid money on hand. Should be 20,000 Suitabilty work sheet: are there any settlement fees, surender charges of any kind associated with the annuity He checked no.

Company: Journey Financial, LLC
Country: USA

  <     >