Mercie was a breath of fresh air Mercie was a breath of fresh air. She was very friendly and guided us through the process and everything went without any issues. I enjoyed working with her very much.

Screaming from the rooftop Screaming from the rooftop, or simply wiring a review… Just had a great conversation with Taddie regarding our accounts. Her guidance and explanations were very clear. I cannot say enough about our experience and how refreshing it was to speak with someone who actually knows what they’re talking about. Too often these days, you speak with a representative that wants to transfer you, or simply cannot assist - Taddie was the polar opposite. Definitely a keeper! Thank you again, Taddie!

Speaking with Samantha was what made my… Speaking with Samantha was what made my experience great. She was very pleasant and patient and stayed on the phone with me until the paperwork was complete which can sometimes be a challenge for someone of my age (80). I really appreciated having her support and I was able to complete the paperwork without stress. She was great!!!

Jessika is one of the best customer… Jessika is one of the best customer service representatives I have ever had work with me. She called me right away, helped navigate two rollover transfers with the other financial institutions on the line. She asked perfect questions to the financial groups to navigate the rollover, and detailed to me a plan for follow through. She is thoroughly responsive, professional, and pleasant to work with. It cannot be done any better. Than you!

Jessika Soto answered every question Jessika Soto answered every question that I had. We discussed the Roth IRA and the steps needed to transfer the taxable IRA into a Roth IRA. I am confident that in a short period of time all the funds will be transferred into a single account.