26 Nov, 2019 → by ClaimboUser850311
Your Privacy is at the risk of a breach.
1
Your Trust advisor changes frequently. You have to go through a committee for a distribution. Committee members are unknown. To prove that you need a distribution, you must send receipts of your personal information, such as doctors bills. Doctors bills have a great deal of personal information on them in which a breach of privacy could occur. I can send an annual budget with no problem, but I’m not sending very personal information to people I don’t know. I don’t trust this company. This company would rather have you go without necessary things then try to help the beneficiary. I am closing this out of state account and find a financial advisor that is within my reach and working for me and not for their own pockets.