Business ProfileforTriFound Financial, LLC

Approximately 9 years ago, I bought an Annuity from Grace ********************** Advisory. Approximately 4 or 5 years ago, ***** sold or transferred their business to TriFound Financial.My assigned advisor greeted me with , "Our clients receive a one time tax service free of charge and a free Trust for the client as well as family members including spouse and children." The tax processing was left undone by an account who left **********************, and incurred fines due untimely submission. I followed up and a new accountant addressed the issue but I have yet to receive a copy of any of the paperwork. For the past year, I have intermittently requested the Trusts be done for my children. have provided TriFound with all their contact information and personal information to have the Trusts initialed. **************** calls were stood up, calls were never returned, and no attempt whatsoever was made to complete what was offered to me. I was not the one to ask for the service. It was said to be a service that TriFound offers for free to their clients. The many attempts to reach the office only resulted in connection to a receptionist. ***, who also informed me that I am being charged 1% for their services.I again attempted to reach the office to verify if I was being charged (I don't recall ever signing anything or agreeing to anything that incurs additional fees.) However, I could never clarify this issue as no one had the courtesy to return my call after multiple messages were left. How do I resolve this unless I am forced to go through a third party? Being ignored causes suspicion.