Good experience The service agent was pleasant, patient, kind, and efficient.

Amazing experience with the support… Amazing experience with the support team while withdrawing money from my IRA. It was quick, efficient, and the entire team helped me with the questions I had along the process.

Patient and understanding - Davis Sahr He was very patient with me, particularly considering my level of overwhelm. I have a lot of disparate outstanding accounts, many of which are over 10 years old so tracking down access to roll them over is tricky. He was beyond helpful.

She was super helpful She was super helpful with walking me through the process and talking to the other company to get my money rolled over.

Questions about old accounts & newer were answered I had questions about an old 401k and how to find it. Davis Sahr answered and explained well. Davis Sahr went over the 2 accounts that Beagle found, and provided the company names they were attached to, which was extremely helpful. Davis Sahr followed up by sending me an email with links & information on rollover options & a link to schedule a future call, after I find the balances. Davis Sahr was respectful and understanding of my situation, and very helpful with information to assist me in getting my situation resolved soon.