1
7112 Crossroads Blvd #100, Brentwood, TN 37027, USA
Brentwood, Tennessee 37027
+1 615-661-9554

This firm pushes high commissioned annuities, good for the seller, not good for the investor. Met with one of the owners, Jonathan Scott three times. Each time we had to wait 15-25 minutes before he was ready to see us and every proposal he presented included investing the majority of our portfolio in disguised annuities products, even though we communicated multiple times that we did not need annuities. Finally, we decided he wasn't listening, he just wanted to sell us annuities, something we didn't see as a good investment for our retirement portfolio and we cancelled our fourth meeting. We worked hard to save money for our retirement and don't need it tied up in annuities.

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Keystone Financial Resources Llc — Finance company in Brentwood

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Keystone Financial Resources Llc

Finance company at 7112 Crossroads Blvd #100, Brentwood, TN 37027, USA. Here you will find detailed information about Keystone Financial Resources Llc: address, phone, fax, opening hours, customer reviews, photos, directions and more.

Rating

3
/
5
Based on 1 reviews

Contacts

Categories:
State:
Tennessee
Address:
7112 Crossroads Blvd #100, Brentwood, TN 37027, USA.
City:
Brentwood
Postcode:
37027

About Keystone Financial Resources Llc

Keystone Financial Resources Llc is a US Finance company based in Brentwood, Tennessee. Keystone Financial Resources Llc is located at 7112 Crossroads Blvd #100, Brentwood, TN 37027, USA.


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ALL reviews about Keystone Financial Resources Llc

  • Ashley
    Added 2014.10.12
    This firm pushes high commissioned annuities, good for the seller, not good for the investor. Met with one of the owners, Jonathan Scott three times. Each time we had to wait 15-25 minutes before he was ready to see us and every proposal he presented included investing the majority of our portfolio in disguised annuities products, even though we communicated multiple times that we did not need annuities. Finally, we decided he wasn't listening, he just wanted to sell us annuities, something we didn't see as a good investment for our retirement portfolio and we cancelled our fourth meeting. We worked hard to save money for our retirement and don't need it tied up in annuities.
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