Becky Hoffman
USJohn 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!
Jennifer Ruffner
USCapitalize 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.
customer
USI would have done this years ago had I known it was this easy! Very nice representative, asked intelligent, relevant questions, was respectful of my time and needs, took care of business and didn't drag it out. What a great way to transfer an old 401K over! Super simple and easy. I would have done this years ago if I'd known of this support!
Adnan Chowdhury
USSuper 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
Stephanie Cline
USAmazing 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.