C

Carlos Gutierrez

4 years ago

My dad and I contacted this company, I was only p...

My dad and I contacted this company, I was only present to help my dad because he has limited English and he needed to retrieve money from his IRA. They didn't allow me to help my dad even after he was verified and he requested that they speak to me ( his son) . She explained, I needed a POA and I told her that's find, but please provide with any details you would like on the POA, she couldn't answer and began giving me the run around.

This company was not helpful and they appear more interested in keeping peoples money than taking care of their elderly customers. I am glad we're closing his account.

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