Business ProfileforThe Entrust Group

********************************* Account number: ********** ********************* Thank you in advance for reviewing my information.I am a 67-year-old Registered Nurse who retired after 37 years of service in January 2024. I am now on Social Security.In preparation for retirement, I worked with a financial advisor to review my investments and move several funds to ****** to make management easier. Shockingly, we discovered that the account I opened with The Entrust Group in *********************************************************************** 2016, all the fees (including the $250 termination fee) were listed in the account application. When I made the request to move the funds, I was not informed of the exorbitant $250.00 fee. I reached out to The Entrust group after the transfer and was informed that when an account is emptied, it must be closed, and the $250 termination fee must be paid at that time.I want to encourage The Entrust Group current customers and potential clients to know about their fees so they can research whether this company has their best interests in mind. Worth noting, I moved several *** funds from other companies in preparation for my retirement and was NOT charged a fee for any of the transactions. I want The Entrust Group to know that they sent a blatant message to a long-standing customer that they do not respect older individuals. The Entrust Group did not have my best interest in mind since this termination fee money could have been used for groceries or the heating/electric bill. In my humble opinion, substandard business practices and treatment of customers. Respectfully,******** (***) ********