- Report: #1479788
Complaint Review: Ponder Financial & Retirement Firm Inc. - Ontario, Palm Desert California
Reported By:
Stephen Josephson -
Corona, California, United States
Submitted:
Updated:
-
Author Confirmed
Why?
Ponder Financial & Retirement Firm Inc.
430 North Vineyard - Suite 301, 73-111 El Paseo Drive, Suite 203, respectively Ontario, Palm Desert, 9176192260 California, United States
Phone:
1(800)908-7065, 1(800)313
Web:
www.PonderFinancialFirm.com
Categories:
Business Rating:
(0)
Tell us has your experience with this business or person been good?
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.
