|
401K Rollover
|
I recently changed jobs and had the opportunity to move my money around. I knew I wanted to put some in precious metals. After hours and days of research it kept pointing the same direction, Regal Assets. I called several company's and compared rates, custodians, product available, etc. The other company's I talked to were very pushy and tried high pressure sales tactics. When I called Regal they told me all the answers to my questions with no pressure. They were the lowest cost for the best value but I didn't tell them that. So they put me through to Leah to help the rollover process. Leah was absolutely delightful to work with. Again, there was no pressure just explained opportunities. I had two different 401k's and an IRA so I took a chance with the smallest one. The process was seamless with Leah's help. NOW, there was an error with the amount I was charged, so I contacted Tyler Gallagher CEO. He did not push me off to someone, he personally called me and agreed there was a mistake and immediately corrected it. He assured me it would never happen again and was very hands on. This was my small dollar amount 401K and likely small potatoes for them. It didn't matter to them they treated me as if it were millions. I was and am so impressed with them, I moved both of the big accounts over to my new account and invested what I feel is an awesome opportunity. The best part, I hit the market lows and maximized my investments. I can't say enough about my experience. If you contact me through trustlink I will tell you in person my experience... Ken
|
|
|
|
|
|
|