Ponder Financial & Retirement Firm, Inc. Dr. Craig A. Ponder Sr. Erroneous Transfer of Annuity Funds Creating Taxable Event Ontario, Palm Desert California
I entrusted him with making sound financial decisions for me with a large portion of my life savings, but soon found out he is not all that knowledgeable about financial investments as they pertain to avoiding taxable events, or, the correct process in moving funds from one institution to another.
Once I was able to solve the issues at hand with all parties involved, he refused to cooperate with a simple letter of absolution.