Stephanie Cline
GBAmazing Capitalize has helped me roll over three company 401(k)s that had both Roth and Traditional funds. They helped me create a Roth and traditional personal IRA which now hold all my retirement investments in one place. Every experience with them has been great and they have been very competent and knowledgeable. So happy that the service exists.
Emily Porat
GBGreat service Capitalize is a really helpful service for 401k rollovers. I love that I had a super respondent point person while I went through every step and I knew I would get help if something went wrong.
Becky Hoffman
GBJohn from Capitalize rocks! John Rowlinson from Capitalize made the rollover process easy and seamless. He was friendly and ably walked me though the 401k rollover process in just minutes. Highly recommend these services!
Raha A
GBCapitalize made Rollover easy Capitalize connected me with an agent who helped me with my rollover process. This paperwork can be very complicated and stressful, but with the agent's guidance, the process was made easy. Capitalize provided step-by-step instructions, including mailing the check to the new provider, and the agent checked on me through email and offered help when needed. I am really satisfied with the service and recommend it. Best of all, it was completely free for me.
customer
GBI would have done this years ago had I known it was this easy! Very nice representative, asked intelligent, relevant questions, was respectful of my time and needs, took care of business and didn't drag it out. What a great way to transfer an old 401K over! Super simple and easy. I would have done this years ago if I'd known of this support!