James McDaniel
GBGreat service that simplified my roll… Great service that simplified my roll over.
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.
Jennifer Ruffner
GBCapitalize made rolling over my 401k… Capitalize made rolling over my 401k very easy and they provided help along the way. I had a personal agent to guide me during the initial phone call and plenty of follow-up and email reminders until the process was complete. I received a final email stating my check had cleared and was now in my new 401k account. I was hesitant at first because I thought they might try to charge me a fee or not be as useful as they were, but there was no fee and they were very useful. I would recommend that anyone rolling over a 401k use Capitalize.
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!
Adnan Chowdhury
GBSuper easy Super easy - step by step process. Customer support is absolute top notch. I had no trouble in completing my rollover. I will definitely using this again in future and even for the HSA transfers