If I could give negative stars I would
If I could give negative stars I would. I was flat lied to. They sold me a 401K stating that I could maximize employee and employer contributions over my SEP. When it was set up they set it to 0 and then they refused to change it and said I couldn't change it mid year even though I had brought it to someones attention February through May. Then when I wanted to cancel the entire thing they wanted to charge me $1500 cancellation fee AND a $2000 set up fee even though they acknowledge it was not set up correctly to begin with. When speaking with a supervisor he was willing to waive the termination fee but would not waive the set up fee. RUN! DO NOT DO BUSINESS HERE! I've had 7 months (started in November 2025) of complete frustration, that I apparently am paying them handsomely for.