Freedom Dream Team NEEDS CS IMPROVEMENT!!!
I reached out to Jean late Jul 2024 then on Aug 2024, she states this to me assuming to help me get the 34% bonus in hope to consolidate from my accounts versus maybe not use the check I wrote out but got email back from Jean P.: "The new annuity will help you combine the accounts you wanted to combine to simplify your portfolio and plus the additional benefits you will receive with the upgraded policy will best suit your financial goals and future needs." Then on a visit with Mark (owner) was a whole new different story telling me don't think we should move the accounts due to the interest rates there were not high enough where he said he's known Jean for around 20 years so in case if that accounts couldn't be consolidated to still get the 34% to the large sum of check I wrote out. I later in turn asked Jean as I troubled by what happened, where Jean says one thing and Mark the next. I had to ask her on the email, was trying to call her was better to talk it out but she intentionally emailed me 'cc' Mark and defending him. Then on 9/5 email, he reported to Allianz as acting council to him, but stating I don't deal with both Mark and Jean to deal with them as they are not representative to do financial asst like Mark L or Jean P does with my accounts, only to put money away. My understanding was told by Mark the check was not written out nor was cashed but found out today it was, took a chunk from my account if we're not adding the 32% bonus to it where I got cheated of this and misled for the first time dealing with this company after being with them since 2012. It seem that I was threatened legal action if any more slandering to them as to how they handle their business. We have the right to put reviews on businesses if felt was done wrong and even I am abrasive stating things to people to let them know what I'm seeing what they're doing but they seem to deny it. I never threatened legal action on them but stated would put reviews online. This owner is very prideful and arrogant to his customers, close in age, and doesn't seem to care about his customers assuming to other customers he works with 2-3 at the same time, no wonder it can get confused and mishandled by this team.
Then on a visit with Mark (owner) was a whole new different story telling me he doesn't think we should move the accounts due to the interest rates there were not high enough where he said he's known Jean for around 20 years so in case if that accounts couldn't be consolidated to still get the 32% to the large sum of check I wrote out. I later in turn asked Jean as I troubled by what happened, where Jean says one thing and Mark the next. I was hoping to talk was better for clarity but she intentionally emailed me 'cc' Mark and defending him. This owner is very prideful & arrogant to his customers and doesn't seem to care about his customers as assumed has other customers he works with 2-3 at same time, no wonder it can get confused and mishandled by them.
I've asked Gary Romo of Allianz to retalk to Ruthann Granito, ESQ PC of Supreme Court regarding this terrible incident of how a veteran was mistreated and there were BIG miscommunication from this business for the first time from Freedom Dream Team to have this issue with a veteran and Gary broke his promise. He even initially reached out to Ruthann before hearing my side of the story first. How sad is that? Customers should be important as maturely can figure who is telling the truth or not, not the staff within the business to be important because they're NOT bringing them money; whereas, customers are. and to them is more about them, not the customers where we bring in money to their pocket as they forget that. They don't seem to know what they're doing and to focus on one customer at a time, not trying to be greedy to take other people's business away from them then this became a MESS of MISUNDERSTANDING of communication between all of us where they hurt their customers in the end. Lost of trust to this company. Pretty sad!