1, Report:
#1479788
Posted Date:
Jun 03 2019
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 institut...
Entity
Categories: Financial planning, Financial Services, Financial