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ComplaintsforLinker Financial Group, Inc.
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Complaint Details
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Initial Complaint
02/21/2022
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
January 6, 2022 ****** Financial Group had a consultation with me and various ways to organize my finances. During this conversation, Ray ****** from ****** Financial, talked to me about an irrevocable trust. He went into great detail about procedures regarding the trust and how it was handled. This information was very helpful and I was persuaded into signing a contract to begin the process. The fee I paid for the services was $5000. After signing the contract, Ray stated that the trust was not included as part of the services and if I wanted a trust I would need to pay an additional $2500. I was shocked because Ray ****** never disclosed the fact that the trust would be separate. I was deceived by what I thought was a good respectable business. I would like this case to be investigated as fraud. I would have liked to have been fully informed by ****** Financial Group about the services before signing a contract.Business response
03/10/2022
The complaint filed by ***** ***** on ****** Financial Group is not valid.
During our initial conversation with this family as Healthcare Resource Services, Mr. ****** identified the work that needed to be completed in order to qualify for Medi-Cal benefits. During that initial meeting it was discussed that we would need to correct an improper transfer that took place and gift to Ms. *****’ 2 sons or to an Irrevocable Trust in order to be eligible for benefits. The family decided to move forward with our services and paid our retainer. Healthcare Resources Services is not in the legal services business and refers legal work out to a Legal professionals.
In our follow up with the client the topic of a trust came up and some how the client mis-understood the original conversation as to what our fee included and did not include. As you can see in our signed retainer we charged for our time in the following areas: Medi-Cal Long Term Care Eligibility Planning, In Home Supportive Services Eligibility, Assisted Living Waiver Eligibility, Completion of Medi-Cal Application, Submission of Medi-Cal Application, Processing of Medi-Cal Disclosures, Position Statement for Fair Hearing, Fair Hearing Representation. Our office provided a partial refund to Ms. ***** on 2/4/2022, only our administrative fees were deducted from our original fee.
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Contact Information
2440 W Shaw Ave Ste 101
Fresno, CA 93711-3300
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Get a QuoteCustomer Complaints Summary
1 total complaints in the last 3 years.
0 complaints closed in the last 12 months.