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Amy H

United States

1 Reviews
2 Reads
0 Useful

1 review

Guideline

Awful "Financial" Firm

If you are looking for a firm to hold a 401k they can do that but that is about all they can do. Trying to get a detailed transaction report is a joke. Their responsiveness to investors is a joke. Their ability to timely process contributions is a joke. They have an extremely limited amount of funds to invest in. I am both an employer and an employee and this is the worst platform to carry 401k accounts. Based upon my interactions with their staff, they do not have financial professionals but simply Customer Support personnel. Stay away, Stay Far Far Away.

2026-02-09