Beagle

1049 El Monte Avenue Ste C #588, 94040, Mountain View, United States
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4.80
Based on 20 Reviews

5

95.00%

4

0.00%

3

0.00%

2

0.00%

1

5.00%
About Beagle

Find your old 401(k)s & Hassle-free rollover

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Brandon L.
GB

Good experience The service agent was pleasant, patient, kind, and efficient.

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Emily Allen
GB

Literally the best Holy smokes, they’re literally the most helpful team I have ever worked with. Unfortunately we weren’t able to find any monetary value but I would work with them again in a heart beat.

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Lilian Wollman
GB

They were extremely helpful with trying… They were extremely helpful with trying to find some of my old 401Ks, unfortunately we only found 1 with $0 balance as I’ll definitely be calling that company back cause I was working there for 3 yrs with an active 401K and I haven’t withdrew anything 🤔. Thankful beagle found this out for me. Account was found in less than 8hrs isn’t that awesome!!

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Lil Happenings
GB

Questions about old accounts & newer were answered I had questions about an old 401k and how to find it. Davis Sahr answered and explained well. Davis Sahr went over the 2 accounts that Beagle found, and provided the company names they were attached to, which was extremely helpful. Davis Sahr followed up by sending me an email with links & information on rollover options & a link to schedule a future call, after I find the balances. Davis Sahr was respectful and understanding of my situation, and very helpful with information to assist me in getting my situation resolved soon.

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Sandra D
GB

Excellent customer service I was so excited to find out I had two old accounts. I never would have come across the information anyother way. After an email and some text message back-and-forth I found out I have a zero balance in the accounts. The Customer Service rep offered me a refund which was something I didn’t expect but greatly appreciated.

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