Heather Frankow
GBSaves so much time! This is always such a finicky and annoying process to deal with 401ks. The Capitalize team made this feel quick and easy. The video call added a personal touch and they followed up later to make sure my rollover was complete. Really recommend this!!!
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.
Ganu N
GBFirst time used it to rollover my 401k… First time used it to rollover my 401k and it's awesome and smooth experience. Technical Support person Tom was great in helping and explaining steps and process is simple, communication is great. I would highly recommend it.
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.
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!