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Easy to Get Started!
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Going into something like this can be scary, but Christian and the team made it so easy! The paperwork can all be completed electronically, and they sent me a great info packet right away. Transferring my former retirement account to their account was fast and not at all scary. They answered my questions, responded to my emails, and gave me good instructions on how to contact my prior account owners (and considering they were a state teacher's retirement account that is less than forthcoming with this kind of info and help, I definitely needed those instructions). Once my account was created and the transfer was completed, I got a call to help allocate the funds, which was also super easy. It sounds cliche, but I'm really glad I went with Regal Assets. So far, we're super happy!
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