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!
Josh Klein
GBGreat customer service Capitalize followed up with my old company to release my 401-K funds. They then helped assist with rolling over to an IRA. I was very pleased with their continued support throughout the process. I would recommend them again. Also, I wasn't paid for this comment. This is my honest experience. I highly recommend. Thank you, Dan H. for your assistance.
Stephanie Cline
GBAmazing Capitalize has helped me roll over three company 401(k)s that had both Roth and Traditional funds. They helped me create a Roth and traditional personal IRA which now hold all my retirement investments in one place. Every experience with them has been great and they have been very competent and knowledgeable. So happy that the service exists.
Emily
GBSimple way to consolidate retirement My experience with this rollover was great! I was being charged fees with a prior employer 401K through Empower, so I am glad to have rolled it over now. I did do the one through ADP on my own however as they were unable to do it without scheduling a call.
Becky Hoffman
GBJohn from Capitalize rocks! John Rowlinson from Capitalize made the rollover process easy and seamless. He was friendly and ably walked me though the 401k rollover process in just minutes. Highly recommend these services!