James McDaniel
GBGreat service that simplified my roll… Great service that simplified my roll over.
Kimberly O
GBIt was so quick and easy! It was quick, easy, and straightforward. It took something that was such a pain for me to navigate off my plate. Well worth it!
Devin Winsby
GBA fantastic experience Had a fantastic experience with the support Capitalize was able to provide. They checked in often and kept me up to date on the process along the way. They knew what questions to ask and I honestly would have struggled without them! Thank you Capitalize. Now on to rolling over three additional 401K’s!
Taylor
GBGREAT experience moving my 401k! I've been sitting on a 401k for over a decade - It was SO easy to move it over with Capitalize. Even when we hit a snag the team at Capitalize was on it immediately and helped push through - they took care of the really hard things like talking to the OTHER customer service teams. I'm really grateful that I can see everything in one place now!
Daniel Ward
GBI would give zero stars if possible. I would give zero stars if possible. This company is nonresponsive and fails at every opportunity to deliver on promises. Do yourself a favor and steer clear. Contact your account providers and have them directly rollover to your new accounts, these incompetent middlemen will do nothing but cause delays, headaches, and possible penalties due to their ineptitude.