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Douglasfinancialstrategies.com Reports & Reviews (1)

- Howell, NJ, USA
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Duncan ******* posed as retirement assistance unit for the state and offered free retirement planning. I scheduled a zoom meeting with him. He asked for information like my dob and husbands dob and what retirement accounts we have and other information about my family, However, he did not give me any information about retirement. He set up another meeting with me and asked for account statements to be sent (which I did not). Afterwards, I contacted my union rep, who told me that the state does not contract with private companies. Several different emails were used throughout all of this.

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