Anil Vazirani integrity and professional background letter

August 23, 2018Financial Advisor Scottsdale AzRetirement Planning Scottsdale

https://retirementplanningscottsdale.com/2018/08/23/anil-vazirani-integrity-and-professional-background-letter/ Anil Vazirani integrity and professional background letter reads:

8/20/2018
To: Our Clients
Consumers
Well Wishers 
Radio Show Listeners
Seminar Attendees
Online Email Subscribers

From: Anil Vazirani/SFS 
RE: Arizona Republic Article 8/15/18
USA TODAY Money Section 8/20/18

Ladies and gentleman I wanted to thank all of you for your support and good wishes in my endeavor to protect seniors and retirees from a derailed retirement. I wanted to provide all of you additional information as it relates to my integrity and my professional background.

I have been in the financial services industry since 1994. I have an active insurance and annuity license in over 42 states. I also have an active Series 65 license (Investment Advisor Rep) in good standing with the SEC since 2008 (no consumer complaints).

As it relates to Patricia Bell, I wanted to clarify that I was not the soliciting agent on that annuity. After all was said and done Mrs. Bell decided to keep the annuity based on facts, guarantees and that it was in her best interest. There was NO DISCIPLINARY ACTION taken against me.

As it relates to Mr. Julian Sanchez we did a conference call with the insurance company and once the insurance company confirmed the guarantees that his annuity offered and it matched up with all the information that we had provided him at the seminar and in the binder that we provide to all of our attendees, at that point Mr. Sanchez provided us with a hand written letter exonerating us from any wrong doing and withdrawing his complaint.

We have always prided ourselves on doing right by anyone that we work with and that is reflected in over 350 reviews and an A+ rating with the BBB over the last 15 years. Click Here

Not only that, as it stated in the article I was willing to offer full refunds without any penalty to a client as an act of good faith even though there was no wrong doing on my part.

Sincerely,
Anil Vazirani
The SFS Team

Date: August 21, 2018 at 7:49:12 AM MST To: Anil Vazirani
CONGRATULATIONS!!! Well done!! Gail & Marty Falkoff Tucson, AZ

Anil Vazirani, Series 65 license, Investment Advisor Rep

Anil Vazirani letter re: Arizona Republic article and Fixed Indexed Annuities draws several consumer comments such as this one:

Date: September 10, 2018 at 8:33:59 AM MST

Subject: Contact Form from DreamRetire

From: Shirley Johnson

Message:

I am looking for a new financial advisor as I moved from Florida several years ago, my advisor in Fl. has since left the firm of Kovack Securities and I need a local advisor. I read Mr. Vazirani’s story in AZ Republic yesterday. Need advisor with his expertise as I have annuities and investments accounts which I know need review and changes to meet my current needs. I will appreciate your consideration for an appointment to discuss as soon as possible with myself and my sister Jo Ann Carugno as I no longer drive. Thank you.

Another consumer wrote to Anil Vazirani in praise of his efforts for seniors after reading the article in the Arizona Republic on September 9, 2018:

Date: September 10, 2018 at 10:38:42 AM MST

Subject: RE: AZ Republic Cover Story Article on FIAs 9/9/2018 Sunday Edition

Great article. I for one have and will continue to have my faith in what you do. God bless and be well.

Ted Lofruscio

Anil Vazirani’s letter re: Arizona Republic article dated September 9, 2018 reads:

To: Whom it May Concern From: Anil Vazirani

Secured Financial Solutions RE: Arizona Republic Article 9/9/2018

USA TODAY 8/20/2018 Arizona Republic Article 8/15/2018

9/10/2018

Ladies and gentleman I wanted to thank all of you for your support and good wishes in my endeavor to protect seniors and retirees from a derailed retirement as it relates to complex proprietary Fixed Indexed Annuities. As it relates to the article above, I wanted to provide you clarity on my professional background.

I have been in the financial services industry since 1994. I have an active insurance and annuity license in over 42 states. I also have an active Series 65 license (Investment Advisor Rep) with the SEC since 2008 (no consumer complaints).

As it relates to Patricia Bell, I wanted to clarify that I was not the soliciting agent on that annuity. After all was said and done Mrs. Bell decided to keep the annuity based on facts, guarantees and that it was in her best interest.

As it relates to Mr. Julian Sanchez we did a conference call with the insurance company and once the insurance company confirmed the guarantees that his annuity offered and it matched up with all the information that we had provided him at the seminar and in the binder that we provide to all of our attendees, at that point Mr. Sanchez provided us with a hand written letter exonerating us from any wrong doing and withdrawing his complaint.

As it stated in the article we were willing to offer full refunds without any penalty to our clients as an act of good faith even though there was no wrong doing on our part.

We highly encourage you to go to the Better Business Bureau website where we have over 350 reviews and an A+ rating with the BBB over the last 15 years. Click Here

Sincerely,

Anil Vazirani The SFS Team

Anil Vazirani Integrity and Professional Background – Click Here

Client Comments re: Arizona Republic article and Fixed Indexed Annuities reads:

Date: September 10, 2018 at 8:33:30 AM MST Subject: Our Perspective

Anil:  We want you to know we stand behind you 100 percent as our financial advisor. The story in The Arizona Republic on Sunday, September 9th did you a total disservice. They used you as a source for background information and then cited two disgruntled former clients to make it look like you are just like the people who you were talking about.

Simply stated, you and Jon were responsible for us purchasing multiple annuities through your firm. You or Jon never led us to believe that we could expect high returns. In fact, you pointed out that there is a minimum upside potential, but no downside risk to principal. And, that’s exactly what we wanted; guaranteed income for the rest of our lives.

We clearly remember you telling us that the products were not FDIC insured and were based solely on the financial health of the insurance companies. You pointed out that you only suggest products from the top tier insurance companies. We specifically recall you telling us there were fees and a sales commission to you and your office. In other words, we were never misled by you or anyone else in your office.

We came to you with a specific objective; we wanted to ensure we could get our money back; we weren’t interested in making more money. Thanks again to you and Jon for caring enough to help us live out the rest of our lives in financial security.

Mary Jo and Bill Brown

Arizona Republic article featuring Anil Vazirani updated on August 20, 2018 reads:
See original article – Click Here

Anil Vazirani Integrity and Professional Background – Click Here