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Old 07-16-2023, 10:45 AM
chuck.grospitch@gmail.com chuck.grospitch@gmail.com is offline
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Default Steer clear of West Financial.

Quote:
Originally Posted by Stu from NYC View Post
West Financial is very informed. They just tell you what is best for them. He told us to avoid the stock market and go into annuities.

His motto was basically Stock market leads to losses while annuities makes money

Even told us Warren Buffet is a fan of annuities
IMHO, West will always make the first and second choice an annuity. He even suggested we lie about not being married at one point in an answer to a question on beneficiaries etc......Blackstone or TB Financial are two companies you can trust. While they too may offer you an annuity solution, at least they are honest an above board. We will never use West again after his suggestions to lie and his tactic to only sell us an annuity vs. what was asked for.