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!
Anna
GBIt requires more knowledge than a… It requires more knowledge than a casual read to know the meaning of the vast paperwork we must sign. It's disruptive to have to stop & email each question for an answer in order to proceed. Even then, I'm not sure I understand the implications.
Mickey
GBI am still not setup I am still not setup. Playing phone tag with my rep. Need guidance on setting up the accounts and how to effectively use the trust and LLC. I think Nabler's over estimates the knowledge of the self employed to navigate multi state paper work and aligning up with the IRS. getting invoices from the state of Wyoming for the LLC I had no idea I would be receiving.
Jeff Pekoy
GBGreat Fiduciary! Experience with Nabers Group for our Solo401K Trust has been excellent. Their support is superb, and have been very helpful on multiple occasions when we had questions as a newbie. They even alerted us to a pending liquidity issue with Gemini's Crypto Earn program, allowing us to pull our funds out before they got locked from withdrawals! Great Solo401K Trust provider.... don't think twice.
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.