Capitalize Opiniones 3573

Capitalize made the process SO easy! In the past, I had to call one bank, print out the documents, scan and email them back . This time with Capitalize the effort on my end was minimal. I loved the experience & that you can schedule calls in advance.

the company updated me through every step and kept me abreast of everything. they are diligent and stay ahead of the next step. it was a pleasure to be guided by them.

The process to roll over my old accounts were made so easy thanks to capitalize. Highly recommended

Very clear and streamlined process, no snags or anything, super helpful!

Derrick helped me rollover smoothly from my previous 401k to current human interest account. Everything was prefect and quick.
Appreciate the team

The whole process was very seamless and transferred occurred without any problems. I also received emails about the progress. Overall a very good experience.

Great customer service and follow up. Excellent guidance from cust serv representatives.

Setup a 401k rollover and had a scheduled call setup a month in advance and received several reminders for me to confirm the rollover call and no one called and then over an hour after the confirmed call was not received I got a survey about the call that never happened and after calling customer several times finally got a callback and then the person who called could not help me or connect me to someone who could.

Fast response, kind, and no issues

Super flexible and made it incredibly easy.

Easy to earn money

Super easy and fast, highly recommended.

Worked with a prompt and professional representative that made it an easy process to complete.

The representative was very knowledgeable and thoroughly answered all my questions. Capitalize kept me informed via email through the whole transition process. Thank you for your assistance with my rollover. I would definitely use this service again and recommend it.

Great experience, amazing customer service with great knowledge. Rolling my 401K over was pretty easy.

Victor Aguilar as a middle man to make sure the 401K roll over transaction won't make any mistake. Since this comfortable transaction, I am willing to do next rover over through Capitalize, soon.

Capitalize provided excellent assistance in rolling over several dispersed small 401K’s. Within a couple of hours, everything was sorted out. Capitalize made it very easy for me. I could not be happier.

I appreciate that you digitally did as much of the transaction as possible. Dealing with Inspira was horrible. Constantly put on hold then disconnected. Inspiria financial is stuck in the past. Thank you for dealing with Inspiria, as I had lost patience with them.

They were super communicative, had very clear instructions, and kept me updated along the way. Thank you!

Easy, streamlined process. Good follow-up and helpful updates along the way.