This lady 'Natalie Elliot ' who has a weird accent presented herself as a wealth management consultant. She invited me for a meeting to have dinner at Nick & Sam's in Dallas and presented her companies products which included investments and insurance products. She was very reassuring in everything she stated. She seemed like a well dressed and a decent agent. We discussed and I signed up for some programs. She took a cheque for $6500 ( I will be uploading on the site - I have asked my back for a copy)
I have been trying to contact her since but no one is picking up the phone. Money left the bank on November 24 th 2023.
There is no sign of where this agent is. I have filed a report and contacted the agency and they said they don't have anyone working with that name anymore
They did say had a person with that name in 2014-2015.
They also shared they have no association with that person anymore and she was fired for her. They did not provide any reason for the firing the person
Jeff
Lewisville,#2General Comment
Tue, January 16, 2024
I have successfully dealt with this in the past and would be happy to help you resolve this. Call or email me and I'd be happy to explain. Jeff 972-954-2190 [email protected]