Great Experience
It was a pretty easy process to get done. I do feel like all the hoops people have to jump through to verify identity is a bit much, but even when there was an issue, Mitchell was able to jump in there and get it taken care of. Mitchell was very helpful throughout the entire process and was available every time we had a question or needed anything. I wish more companies had people like Mitchell who made us feel like he truly cared about our needs! I would definitely recommend Fora Financial, and hope they know what a great employee they have in Mitchell!