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Yelp Reviews
1.0 33 reviews
- 5 star 0
- 4 star 1
- 3 star 1
- 2 star 2
- 1 star 29
Stephanie S.11/11/23Distribution requests through this agency are a nightmare. When you request customer service to speak with a live representative, they use an offshore company. I was given completely inaccurate... More
Larry B.08/16/23Wish I didn't have to trust my retirement plan to this company. They miscalculated a mandatory distribution (by around 500%) and now they are slow walking a 401k withdrawal. Two weeks ago a rep... More
