Business ProfileforGreenLine Retirement, LLC

My husband and I had an appointment with Mr. ****************** today and he was very unprofessional. He reviewed are investments and asked us a few questions. One question was, what do you think the stock market will do in the near future? My husband answeredI think the stock market will continue to go up for the next several months due to the election however will start to go down in 2026. Mr. ****************** become very upset and started to yell at us. He told my husband he was a very difficult person to work with and he stood up and walked out of the office. We sat there in shock. Like what just happened???? We werent in his office more than 10 minutes. We walked into his reception area totally confused and told his assistant that we had no idea what just happened but Mr. ****************** walked out on us. She was very sweet and apologized. Mr. ****************** literally became unhinged during the meeting and was very intimidating. It was a bit scary. After we processed what transpired, we are glad he showed us his true colors. We really dont want anyone who becomes that volatile in a second handling our investments. Stay clear of this man.

 ****** and her husband went to my seminar a week prior. We bought them dinner and answered all of their questions. That night, they setup an appointment to come into my office. At the appointment, I made it very clear I will ask them qualifying questions. And they agreed to answer my questions and vice versa. In my hour and a half seminar, we talked about the past 10 years of the stock market. I shared with them that people like ****** ****** have taken out 80% of their wealth out of the market. The reason for that is, they are anticipating a stock market crash. Not my words, theirs'. ****** ****** is one of the most recognized and successful stock market investors. Based on that information, most people agreed we are due for a major crash. I made it very clear at my seminar if you feel like the stock market is going down, you need to book an appointment because my specialty is to take there money out of the market and make it safe. I have helped 1200 clients over the past 10 years make their money safe. Everyone that comes and sees me, wants to make their money safe. When I asked ******** husband what he thought the market would do, he thought it was going up. At that point, I said "If you think the market is going up" then there is nothing I can do to help you. I was not unprofessional, nor was I upset. They said I yelled at them, not true. Both of my office staff were there and heard the entire conservation. They both agreed with me, there was nothing unprofessional. ******** husband then said I think the market might go down after I said I cant help you. At that point, I rolled my eyes, because he was back and forth on his answers. He started talking about world wars and other irrelevant information. I realized right then and there, I did not want to waste their time or mine going back and forth. My job is not to convince you if the market is going up or down, my job is to help clients make their money safe. I told them that I have the choice to pick and choose the clients I want to work with. I realized they were not a good fit for what I do, and I'm okay with that. I meet with a lot of people that I cannot help, this is normal in my business. Obviously, they both took it personally and could not handle me telling them "It's not the right fit" (bruised their ego). I was never unprofessional, upset, or yelled. That is a complete fabrication of the whole situation. I had two eye witnesses that can confirm this. It is not fair that they write a negative review when I have done nothing wrong.