- Report: #673737
Complaint Review: Quest Financial & Insurance Services/Albert Franco - Tampa Florida
Reported By:
Glassman -
new baltimore, Michigan, USA
Submitted:
Updated:
-
Author Not Confirmed
Why?
Quest Financial & Insurance Services/Albert Franco
2701 North Rocky Point Drive Ste 185 Tampa, 33607 Florida, United States of America
Phone:
800-309-2365/ cell(727)38
Web:
www.questplanning .com
Categories:
Business Rating:
(0)
Tell us has your experience with this business or person been good?
Quest Financial & Insurance Services/Albert Franco Mr Albert Franco Corece a 84 lady to her bank and tryed to get her to close her account and give him the monies. Tampa, Florida
On Dec 1st 2010 a one albert franco made a visit to my motherinlaws house under the guise of being a Insurance agent for Quest Financial and handing my motherinlaw a businesscard stating such . He then coerce a 84 year old lady to her bank and demanded she close her account and give him the monies, mind you she has no knowladge of any type of financial dealings what so ever!
Upon entering theplace of banking he demanded she withdrawal her largest account and give it to him at the same time peering over her shoulder standing in front of the teller window.the teller senseing something is amiss asked why she wanted to close her largests account, to which she replyed she did'nt know why.
with that answer the teller informed her supv of the matter at hand. Supv asked my motherinlaw to enter her office so she could speak with her in private but Albert Franco insisted he join her as well, to which supv told him Albert to remove himself so the bank could confer with there client. but Albert France refused and was informed if he didnt leave the office the bank would have no choice but to call the police of he's actions.
Albert relented and the bank supervisor called me and informed me/us of pending situation. we asked that the demand to close the account be held uptill we could investigate the matter at hand.
upon arrivel at the bank we were informed of the matter that hadtranspired with my motherinlaw and the actions of oneAlbert Franco.
So we visited my motherinlaw and asked her what was she trying to do and why she tryed to close her account and she still could'nt explain why. We asked to see any paper work that was written to explain why she was taken to the bank to close her account and to see what the attention of Albert Franco was? there was no paper work as too why he wanted or what he planned to do with such a large amount of cash! ($138000)
so with all that cameabout i truly believe/concluded that Mr Albert France attempted to bilk my motherinlaw of her life savings to enrich himself and possibly others in his inner circle.
2 Updates & Rebuttals
Albert
Pinellas Park,Florida,
USA
Could Not Be More False
#2REBUTTAL Individual responds
Wed, November 02, 2016
This complaint could not be more untrue. Let me explain the first situation. I at the time worked for Quest Financial. We worked with seniors to protect their assets with attorney's by providing them a Revocable Living Trust and moving their investments into safer vehicles that have protection from lawsuits and probate ie. life insurance and annuities. I was assigned to go review this clients financials. The client was recently widowed and had just been released from a rehabilitation center because of taking a fall. The borrower was elderly and scared when I arrived. She lived with an adult son whom was very hostile towards her and repeatedly yelled at her while I was there. With she had a very large CD sitting a bank account not making any money we advised that it would be better protected with an annuity. I did go to the bank with the borrower and completely understand thier concern. I totally see and saw immediately how this would look like some kind of a scam. The banker and the managers totally freaked out. I called my manager at Quest and our attorney. They got on the phone with the manager and tried to explain the situation. They didn't believe us. However we were honestly just looking out for our client. Either way shortly after the client passed away and her funds that were in the bank went into probate. Had the borrower followed our advice the family would have recieved tax free money.
As the the guy who commented below. I apologize for giving you an uneasy feeling. I can see how I can look a little intimidating, but its never my intention. For those reading this, I have a muscular build, shaved head and my family is from Colombia. I've never committed a single crime financial crime. When the gentelmen described my wrap sheet that is a "mile long" it is very inaccurate. I have no problem disclosing what is on there:
Diving without a dive flag charge: I was diving under a bridge on Christmas Eve for Stone Crab. It was early in the morning, freezing cold outside and no one on the water. I was 20 years old and careless.
DUI: Hence the picture, I was 23 and a pretty wild. It was an eye opening experience that made me turn my life around. I'm not proud of it, but I own it. I did it, but I've never done it since.
Battery: I was charged with a felony battery, but not convicted and it was dropped. I beat up a guy who beat a female childhood friend of mine to a pulp. Yes it was a bad idea, but I'm old shool. Guys shouldn't put their hands on women, period. He deserved it.
Below is a link to some clients of mine and people who have worked with me. I'm not allowed to post contact information on this rebutal, but if you google me, my contact info is readily available. Feel free to reach out. I'm not proud of the mistakes I've made above, but I've never done anything unethical, but completely understand the banks perspective. I was just trying to do my job.
stik.com/p/accountant/orenburg.sadoviy/p/albert.franco1
Albert
Henrythe8th
Tampa,Florida,
United States of America
Complete Crook, Con Man
#3Consumer Comment
Sun, May 20, 2012
I experienced a very similar situation with my run in with Albert Franco of Quest, or Tampa Bay Financial Wholesalers, or Franco Family Financial Services. Whoever it may be he really works for. Luckily after meeting with Albert I had an uneasy feeling about his intentions and my best interests. Now that I have explored I can see what this man really was all about, I found a rap sheet a mile long. How he is properly licensed, I do not know. WHat I do know is that I would NOT trust him and I would consider reporting him to the office of insurance if he pulled had pulled that stunt.
I found this picture amongst my search, would you trust this man with your money?
Report Attachments
