Patient and understanding - Davis Sahr He was very patient with me, particularly considering my level of overwhelm. I have a lot of disparate outstanding accounts, many of which are over 10 years old so tracking down access to roll them over is tricky. He was beyond helpful.

She was super helpful She was super helpful with walking me through the process and talking to the other company to get my money rolled over.

False Promises. Waste of Money and Time. They boast promises of finding old 401k accounts, but they don't tell you that old 401k accounts get closed out. It said it found six of them for me. Three days later, it said it only found four. One of those said it did not recognize my SSN or DOB. Two of them let me create a login, but said I did not have an account with them. One of them was not even a 401k. It was my thrift savings plan that I still pay into through my CURRENT employer. Save your money!! What a waste.

Kim’s patience is contagious Kim’s patience is contagious. She has helped me through a still-ongoing headache of a process with relative ease, and her patience with my various document/scavenger hunt missions has made me more patient with the process as a whole. I will definitely recommend Beagle to others, and if I can refer them directly to Kim, I will.

Amazing experience with the support… Amazing experience with the support team while withdrawing money from my IRA. It was quick, efficient, and the entire team helped me with the questions I had along the process.