Khyati
GBGreat service. Please think about phone service for existing customers The team is very knowledgeable and patient with ignorant customers like me. Ability for existing customers to talk over phone (even if it is for a small hourly fees) would be a great feature that you should seriously think about. This will grow your business because most Self-employed biz. and CPA do not usually understand the complexities of Solo 401k plans.
Wayne
GBVery Knowledgeable. Quick and Concise Answers I had a series specific questions for certain scenarios. I was given clear and concise answers. Most answers were given in less than a day. Nabers Group have been most helpful for me to make my investment decisions within my Solo401K.
Rebecca
GBCanceled a meeting request to answer… Canceled a meeting request to answer questions and instead tried to refer me to join an online community. Delayed my moving my money to them. Sorry I ever signed up with them.
Sue
GBQuick answers and revisions I recently needed to revise my Solo401K. Rachel and Olivia quickly answered tons of questions while I navigated the best options. Then the revision was done quickly so I could move on with the next steps towards investing! They are tops in their field!
David Murphy
GBSteer clear of this solo401k Steer clear of this solo401k. I'm being denied access to my bank account because of a glitch in their software, can't recover funds and still don't have access to accounting from the middle of last year.