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Unresponsive Team

I found Capitalize's team to be unresponsive at times. It took longer than expected to hear back from them, and I had to follow up multiple times. This made the process much more stressful.


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Not Transparent

Capitalize wasn't as transparent as I'd like. There were unexpected fees, and I wasn't fully informed about the costs involved until after the process had started. This lack of clarity was frustrating.


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Missing Information

I felt as though some of the information was missing. I had to look for answers myself without getting enough assistance from the team. It wasn't smooth, really, as I have always hoped for.


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Complicated Process

The rollover process was overly complicated. I wasn't experienced with the steps involved, and I felt it could have been made much easier to understand. It wasn't user-friendly in any way.


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Lack of Updates

I didn't get frequent updates on the progress of my rollover. I had to reach out several times to get information, which made the whole experience feel disorganized.


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Frustrating Delays

There were irritatingly long delays in my rollover process. It was really perceived that the process did not move forward, and I was not getting timely updates. This added a lot of extra stress.


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Tough to Get Ahold of Anybody

Had some difficulty reaching anybody at Capitalize. The communication was difficult, and I didn't feel heard when I had concerns. This lack of communication made the process much more difficult than it needed to be.


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Rollover Process Took FOREVER

The rollover process took much longer than expected. I was initially told it would be quick, but there were a lot of delays. Overall, it was a frustrating experience.


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Unorganized

The service felt a bit unorganized. I had to repeatedly follow up to get answers to my questions, and there was little guidance provided throughout the process. Definitely room for improvement.


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Completely Satisfied with My Experience

I had a great experience with Capitalize. The rollover of my 401(k) was really easy and quick. The team was in constant contact, explaining every step of the process and answering all my questions. I was highly impressed with their efficiency and handling of the paperwork. They were very responsive; I never felt like I was in a position of darkness. I will surely recommend Capitalize to everyone intending to do a rollover of their retirement accounts. Their professionalism coupled with excellent customer service made the process very smooth and stress-free. Truly a five-star experience in every way!


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Professional and No Stress

I have dealt with my share of frustration when the time comes to take care of retirement account rollovers, but Capitalize really stood out for all the right reasons. The whole process was clear, and the team made it as easy as possible. They explained the process to me step by step, gave me all the information in a very transparent manner, and made sure I was informed every step of the way. What really impressed me was the customer service team; any time I had a question, it was answered in record time. I'm very glad I used Capitalize for my rollover and definitely recommend them to friends and family.


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Efficient and Clear Communication

Capitalize really made the 401(k) rollover process quite simple. From initial move to final transfer, communications were very clear and timely. I was quite surprised at how fast they would respond to all my emails and any questions that came up. The team was incredibly helpful in guiding me through all the paperwork, making it much less daunting. Overall, I'm very satisfied with the service. Smooth and quick, well before my expectations. I will definitely use Capitalize again in the future when rolling over any other retirement accounts, and recommend them to anyone!


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Impressive Service and Seamless Process

The whole rollover process with Capitalize was beyond expectations. It was very easy to work on their website, and I felt very confident with each step due to their great customer support team. They took care of everything, from answering questions to processing the paperwork and making sure all was correctly and timely processed. They were very transparent about the fees, and there were no surprises. I'm glad I could say that the rollover went through smoothly and efficiently, and the outcome simply couldn't be any better. Already recommending Capitalize to family members considering a similar move!


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Quick, Efficient, and Professional

I have recently used Capitalize for 401(k) rollover, and could not be happier with the service. The process was super fast, and I really appreciated how well the team kept me informed along the way. It was a big relief to know I could trust them with my retirement savings. The team was very professional, and I never had to wait for too long for answers. The online platform was user-friendly, and the rollover went through with no glitches. Very pleased with Capitalize; would highly recommend for anyone needing help with their retirement accounts.


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Great Service and Seamless Process

Capitalize made the whole process of rolling over my 401(k) completely seamless. The team took me through every step and made sure I understood everything before proceeding. I never felt hustled or confused. Their customer service was outstanding; they were always there to answer my questions and respond promptly to any concerns I had. The rollover went through smoothly, and I couldn't be any happier with the result. For sure, the next time I have any need regarding retirement accounts, I will address Capitalize, and I strongly recommend them for anyone seeking a very reliable and trustworthy service.


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Top-Notch Service from Start to Finish

I had a great experience using Capitalize to roll over my old 401(k). From the initial consultation to the final transfer, it was a perfect service. They explained everything in detail, and I was confident through the entire process. Their communication was actually what impressed me the most; everything was explained in great detail, and they would keep me updated quite frequently. The people were responsive, and any queries I had were also addressed without wasting any time. Quick and efficient, the whole rollover process was. Overall, I'm extremely pleased with the service I have received, and I would recommend Capitalize to anyone in need of retirement account assistance.


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Highly Efficient and Professional

Working with Capitalize was a great experience. Their team handled all the rollover processes so efficiently. They kept me informed on everything at every step of the process, something I appreciated. The platform is super user-friendly, and their people were always there to answer any question I had. Having said that, the professionalism was top-notch, and the whole thing went really fast from start to finish. There were no surprises or any concealed fees, which in itself is a big plus. I'm thoroughly satisfied with my experience and would recommend Capitalize to anyone looking for retirement account assistance.


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Great and Transparent Service

I used Capitalize for my retirement account rollover in recent times, and I couldn't be happier with the service. The whole process was transparent, straightforward, and swift. They handled everything in a professional manner, and I never felt like I had to chase them down for answers. The team at Capitalize provided great communication and kept me updated on every step. The process was smooth, and I really appreciate the attention to detail that came with it. I will definitely use Capitalize again in any future rollovers and highly recommend the company to anyone who wants a seamless, straightforward, trustworthy experience.


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An Easy and Efficient Experience

I had a great experience with Capitalize. The rollover process was extremely easy, and the support from the team was there whenever I needed it. From the start, they were clear about the process and the costs involved. They answered all my questions and made sure I understood every step. The platform was very user-friendly, and the process was completed faster than I expected. Overall, it was a great experience, and I?m happy with the outcome. I would recommend Capitalize to anyone who needs assistance with their retirement account rollovers.


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Fast, Simple, and Transparent

Capitalize made my 401(k) rollover incredibly fast, simple, and transparent. Their platform is very straightforward and easy to navigate, making the whole process completely free of hassle. The updates were timely from them, and the instructions were pretty clear; thus, I could feel confident in their service. They were also very responsive to my questions to make sure I understood every part of the process. I appreciated there were no hidden fees, and everything was straightforward. I highly recommend Capitalize to anyone considering a rollover of retirement accounts hassle-free.


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Seamless and Transparent Communication

I couldn't thank Capitalize enough for how seamlessly easy they made my rollover. The team was excellent from start to finish, and they truly communicated everything clearly and concisely. I never felt left in the dark, and they took the time to ensure that I knew what was being done. The process moved along quickly and smoothly, and the rollover was completed without incident. I appreciated how easy they made everything. Without question, Capitalize is my go-to choice in the future for services related to retirement accounts, and I recommend these guys to anyone looking for a responsible and professional rollover service.


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Excellent Customer Service and Easy Process

Capitalize made my 401(k) rollover process quick and simple. Since the very beginning, their team was friendly, professional, and answered all of my questions. They kept me updated throughout the whole process, which I found to be great. Their interface is user-friendly, and I smoothly did everything online without any problems. The rollover in itself was done on time, and I didn't need to make follow-ups or take chances that it would be delayed. I'm very satisfied with the service I received and would highly recommend Capitalize to anyone in need of a reliable rollover service.


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Highly Impressed with Capitalize's Efficiency and Service

My experience with Capitalize was great from start to finish. I needed to roll over my 401(k) from a previous job, and it went much more smoothly than I had hoped. Capitalize's team made sure at each step that I was comfortable?from the initial paperwork right through the final transfer. They were always available to answer any questions I had, and I truly appreciated the level of transparency they provided regarding fees and timelines. It took far less time than I thought it would, and I received regular updates along the way. I would definitely recommend Capitalize to anyone seeking a reliable and efficient service.


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Fantastic Service from Start to Finish

Capitalize assisted me with my 401(k) rollover, which was something I'd been procrastinating on for a while. I'm very glad that I went with them. The process was smooth and quick, and I was kept informed at every stage of the process. The team was extremely professional, friendly, and willing to answer any questions I may have. They also made sure to explain everything in an easily understandable way. I especially loved how speedy everything was, and I could track everything online. Overall, my experience was great, and I highly recommend Capitalize for anyone considering a rollover or retirement account service.


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Seamless, Transparent, and Stress-Free

Capitalize made the whole process of rolling over my 401(k) seamless and stress-free. They kept in constant and timely contact, and I was always sure that my rollover was in good hands. Transparency regarding the steps involved and any associated fees was highly appreciated. Their online platform was easily manageable, and it was pretty easy to track my status. What stood out most from this company for me was their excellent customer service?they answered all of my questions and concerns promptly. Everything went perfectly smooth, and I couldn't be happier with my experience. Highly recommended!


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Seamless Experience and Excellent Customer Support

I recently used Capitalize to rollover an old 401(k) from a previous employer, and the whole experience was seamless. From day one, customer service has been very good. They explained everything to me and walked me through the process step by step. The website was quite intuitive, simple to navigate, and the rollover happened even quicker than I had expected. Every time I had a question, their team was quick to respond with clear, helpful answers. I highly recommend Capitalize for anyone looking for a smooth, straightforward retirement account rollover process.


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Reliable, Fast and Efficient Service

I had an excellent experience with Capitalize while rolling over my 401(k). The whole process was really fast and efficient. Right from onboarding to the completion of the rollover, everything was smooth. The team was communicative at each and every step involved in the process. I also liked the fact that they were transparent right up front about fees and timeline. There were no surprises, and the whole process was stress-free. I am confident in their service and will definitely reach out to Capitalize for any future retirement account needs. I highly recommend them to anyone who seeks professional and reliable service.


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Great Experience with an Efficient Service

My experience with Capitalize was nothing short of outstanding. They made my 401(k) rollover simple, fast, and stress-free. I was impressed with the efficiency of everything, never once needing to call and follow up or chase them down for status updates. Their platform was user-friendly, and they took the time to walk me through all the steps involved. I appreciated the transparency through it all and how responsive their customer service was. Anytime I had a question, I got a response right away. I will definitely recommend Capitalize to anyone looking for a reliable retirement account service.


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Great Support and Fast Rollover

Capitalize went above and beyond in handling my retirement accounts rollover from the very beginning. Their support throughout was great: they answered all my questions and gave advice where needed. They made everything simple, and the paperwork was a breeze. The best was the speed and efficiency of the whole process. I was in awe of how fast the rollover was finalized. I loved how well they communicated with me through the process. Their transparency and professionalism came through, and I am super happy with their service. I highly recommend Capitalize for all your 401(k) rollover needs.


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Seamless Process with Fantastic Customer Support

Capitalize made the process of rolling over my 401(k) painless. The team were friendly, very helpful, and highly knowledgeable from the very first engagement. They took the time to explain everything in great detail so I was comfortable and knew what was going on every step of the way. The platform is very user-friendly, and I loved the ease and speed with which everything was completed. They responded to my questions in a very timely manner, and I never had to wait very long for an answer. I'm very impressed with their service and would recommend them to anyone looking for a trustworthy rollover service.


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Top-Notch Service w/Smooth Transition

I had an excellent experience with Capitalize during my 401(k) rollover. It was all very smooth, and at no time did I feel confused or out of my depth. The team was highly responsive and knowledgeable, and at all times I felt they had my interests at heart. They explained every part of the process in simple terms, and I was never left in the dark. I also really appreciated how easy it was to track my progress online. My rollover went through way faster than I expected, and I couldn't be happier. Would recommend!


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Highly Recommend for Seamless Rollover

Capitalize made the entire process of my 401(k) rollover much easier than I thought it could ever be. The process was fast and reliable; the team had me informed at every stage. I was impressed by their efficiency in dealing with the paperwork and how there were no delays or surprises. The communication was transparent, and I felt comfortable throughout the whole process. I also appreciated the fact that they answered all my questions in detail and with patience. I'm thrilled with the results and will definitely recommend Capitalize to others who need assistance with their retirement accounts.


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Seamless Process and Great Service

I have had a fantastic experience with Capitalize when completing my 401(k) rollover. From the very first contact that I had with them, they were helpful and extremely professional. The process flowed well, and it was quick for me to do everything without complications. I did appreciate how open they were with the timeline, fees, and kept me updated at all parts in the process. Their customer service was exceptional?they answered all my questions quickly and clearly. I?m very satisfied with my experience and would highly recommend Capitalize to anyone looking for a straightforward and efficient rollover service.


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Amazing Service, Efficient and Professional

Capitalize just absolutely made my 401(k) rollover process completely seamless. I had been procrastinating the rollover for months, and they made it so easy. From the beginning, the team was informative, answering all my questions, making sure that everything would go through as quickly as possible. I particularly appreciated the clarity about fees and timelines. The process was completed much faster than I had expected, and I received regular updates. Their customer service was excellent, and I never felt otherwise than in good hands. I will surely recommend Capitalize to friends and family for any future retirement account rollovers.


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A Truly Effortless Experience

I recently used Capitalize for my 401(k) rollover and couldn't be happier with the result. The team was incredibly helpful from start to finish, answering all my questions and making sure I understood every step. They handled all the paperwork, which was a huge relief, and I never had to follow up with them. I was kept informed through each phase, and the rollover was completed in a fraction of the time I had anticipated. They took the stress out of the process, and it's been an incredibly smooth experience. I highly recommend them to anyone that does need a rollover service.


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Quick and Reliable, Will Use Again

I had an outstanding experience with Capitalize. I had become gun-shy with the idea of rolling over my 401(k) for quite some time, but Capitalize made it fast, easy, and stress-free. The platform is very user-friendly, and the team communicated with me every step of the way. They made sure the whole process was transparent and swift. Every question that I had was answered right away; there were no surprises. The rollover was much quicker than I thought it would be, and I was really happy with the way the situation turned out. I definitely will use Capitalize in the future and tell others about them.


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Easy, Fast, and Super Professional

I can't speak highly enough of Capitalize. The procedure of rolling over my 401(k) was so painless compared to what I had expected. Their team was very professional, while the process had clear and timely updates throughout. They answered all the questions that were put forward and ensured that all was explained to me down to the last detail. The whole process took less time than I anticipated, and it was a relief to have everything done in such a professional manner. I wouldn't hesitate to use Capitalize again in the future for retirement rollovers and recommend them to anyone who may require such services.


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Professional, Fast, and Very Satisfied

Capitalized did a great job with my 401(k) rollover. The people were professional and speedy. From the very beginning, I had a feeling that my retirement funds would be in good hands. Very communicative team, they kept updating me regarding the status of the process, and all my questions were answered promptly. The online platform was very friendly to use, and the entire process was completed faster than I expected. Also, what impressed me the most was their clarity on fees and timelines. This was the best experience I have ever had with a rollover service, and I would recommend Capitalize to anyone who needs professional help.


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Seamless, Transparent, Fast

I had an amazing experience with Capitalize. They made my rollover of the 401(k) process totally hassle-free. Not only did they go over and above in a very professional manner, but they were also extremely responsive, providing me with all information I needed throughout. They kept me updated and there were no surprises. I was particularly surprised with how quickly the rollover was completed and how easy it was to use their platform. I will definitely be using Capitalize again and will recommend them to anyone looking for an easy and seamless retirement account rollover.


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Reliable and Professional Service

Capitalize made my 401(k) rollover process so easy. The team was responsive, knowledgeable, and very professional. They explained every step in detail, and I never had any questions left unanswered. The process was completed quickly and efficiently. What I really appreciated was their transparency about fees, which made me feel comfortable moving forward. It was apparent from the outset that my business was valued by Capitalize, and great service would be delivered. I will definitely use them in the future with any further rollovers and highly recommend them for anyone looking for headache-free retirement account services.


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Great Service and Smooth Process

So glad I chose Capitalize to handle my 401(k) rollover. The service was great, and the team made it super easy. They also were very upfront with what to expect and kept me informed along the way. Communication was done in a very timely manner, with clear responses to all questions that I had. I truly valued the speed of completion of the rollover and how easy their platform was. Great customer service-also comforted to know my rollover was in professional hands. I highly recommend Capitalize to anyone needing help with retirement accounts.


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Efficient, Transparent, and Excellent Service

Working with Capitalize to rollover my 401(k) was a very smooth experience. They were clear and transparent from the start about the entire process. The team was very responsive and very helpful, updating me quickly and answering questions fast. The rollover was completed without any complications, and I was utterly impressed with how fast everything was done. I really appreciate how easy they made everything for me and the peace of mind they provided. Capitalize is a fantastic service, and I would recommend them to anyone looking to rollover their retirement accounts with ease.


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Fast, Transparent, and Very Reliable

Capitalize made my rollover process incredibly easy. I found the team helpful, professional, and very transparent throughout the entire process. They made it apparent to me what was going on at each step and kept me updated with any event that occurred. I was pretty surprised with how fast the rollover went through and never really had to chase after them for answers. Each question I asked came with quick responses, and everything moved just fine. It was intuitive and simple to operate with. I am very happy with the service of Capitalize and will definitely use them again if I have to do a rollover in the future.


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Highly Efficient and Excellent Customer Service

My experience with Capitalize was nothing short of excellent. They made it really easy and efficient to roll over my 401(k). The team was responsive, making sure I understood everything that was taking place. Communication was clear, timely, and supportive from the very beginning. The rollover happened in record time and without any hassle whatsoever. I also truly appreciated how user-friendly the platform was. I will highly recommend Capitalize to anyone looking for speedy, professional service in their rollover. They really exceeded all my expectations, and I am truly pleased with the service provided.


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Fantastic Service that Requires Very Little Effort

Capitalize provided a fantastic service that made the 401(k) rollover process very easy, and I hardly needed to lift a finger. The team handled everything and kept me updated throughout. They explained everything to me clearly and answered all of my questions in a timely manner. I was very impressed with the speed at which this rollover was completed, and how easy the platform was to use. It is because of Capitalize's great customer service and efficient process that this was a positive experience from start to finish. I would absolutely recommend them to anyone needing a 401(k) rollover service.


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Impressive, Transparent, and Fast

I was very impressed with the service provided by Capitalize. They made the process of rollover clear and straightforward. They were very upfront from the beginning with the timeline and the fees involved. The team kept me regularly informed with everything that I needed to feel comfortable with the process. I was impressed with how quickly they did the rollover, and it was all professional. I would recommend Capitalize to anyone who wants a hassle-free rollover of their retirement accounts. It was an experience that exceeded expectations, and I will have no hesitation in coming back to Capitalize for all my retirement account services.


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Highly Recommend for Smooth Rollover

I had a great experience with Capitalize while rolling over my 401(k). They were professional, transparent, and efficient throughout the whole process. The communication was clear, and I was kept updated at every stage of the process. They were always available when I had questions, and the customer service was very great. The rollover went through faster than expected, and I found it very easy to use their online platform. I would strongly recommend Capitalize to anyone in need of rollover retirement accounts. Their service is top-notch, and I couldn't be any happier than this.


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Great Customer Support and Smooth Process

I had a great experience with Capitalize while doing a rollover of my 401(k). The team was super helpful, answered all my questions patiently, and explained everything that was to be done. Super fast, efficient service-interactively with no hassle at all. The website was easy to use, and they definitely kept me updated, which made me feel comfortable all the way through. It was really fast-it only took them about a week-and there were no problems whatsoever. I would highly recommend Capitalize to anyone seeking a seamless, stress-free retirement account rollover. They truly exceeded my expectations.


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Smooth and User-Friendly

Capitalize made my 401(k) rollover very easy. The platform was intuitive, and the staff walked me through step-by-step. They responded quickly to all my questions.


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Highly Recommend

I was stressing with several old 401(k)s. Capitalize put it all into a single IRA so seamlessly. It was a no-brainer process. Their customer service is top-notch.


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Seamless Experience

Capitalize made the rollover process really easy for me. Their team was knowledgeable and took care of all the paperwork efficiently. I felt confident throughout the process.


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Seamless Transition

Transferring my old 401(k) was absolutely easy with Capitalize. They did everything, and I was kept informed at every stage. Highly satisfied with their service.


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Professional Service

They have provided a professional and efficient service. Any questions I had were answered, and the rollover process was made stress-free. I would not have a problem using their services again.


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Exceptional Support

The team at Capitalize has been exceptional in support. They walked me through everything from start to finish, ensuring my rollover went through without a glitch. Highly recommended.


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User-Friendly Platform

Capitalize is very user-friendly, and my 401(k) rollover was a breeze. Their team was quick in response and very helpful. Overall, it has been a very pleasant experience.


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Seamless Process

I had a seamless experience with Capitalize. They did all the legwork for my rollover, and I felt very informed through it all. Excellent service.


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Efficient and Reliable

Capitalize made my rollover efficient and hassle-free. Their staff was reliable; they kept me updated on each step. I would, without a doubt, recommend their services.


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Outstanding Service

I found the service at Capitalize outstanding; they took care of everything. The whole process was done so fast. Very satisfied by their support.


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Helpful and Professional

The support team of Capitalize has been very helpful and professional. They made this rollover process seamless, and any questions I had were answered expediently. Great experience.


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Highly Efficient

I was astonished by how efficient Capitalize operates. They effortlessly managed my 401(k) rollover and allowed me to have crystal-clear communication throughout. Strongly recommend.


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Seamless Experience

I found Capitalize to be quite smooth in guiding my rollover. Their professionals were very nice, knowledge-rich, and professional in managing all the process details. I will recommend them.


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Great Support

The support that I got from Capitalize was excellent. They guided me in every process and ensured that everything was completed without any issue. Very satisfied.


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Smooth-User Service

Capitalize's service was user-friendly and made the rollover of my account really easy. The team was responsive and helpful from start to finish. Overall, this was a positive experience.


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Seamless Transition

Transferring my old 401(k) with Capitalize was absolutely seamless. They handled all the details, and I was informed every step of the way. Highly satisfied with their service.


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Professional Assistance

Capitalize provided professional assistance for my rollover. They answered all my questions and made the process stress-free. I would recommend their services.


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Exceptional Service

The team at Capitalize was exceptional. They guided me through the entire process and ensured my rollover was completed without any issues. Highly recommend.


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Efficient Process

Capitize made my 401(k) rollover quick and painless. The folks on their team were trustworthy and followed up with me at each step in the process. I would use them again.


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Fantastic Support

The support I received from Capitalize was great. They handled literally everything, and it was very fast. I'm super happy with their help.


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Outstanding Support

The support by Capitalize was outstanding. They did everything, and it went through really fast. Very pleased with their support.


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Helpful Team

The team at Capitalize was helpful, and they made the rollover process quite straightforward. They answered all my questions promptly. A great experience.


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Highly Efficient Service

I was impressed with Capitalize's efficiency. They managed my 401(k) rollover seamlessly, and I appreciated their clear communication throughout. Highly recommend.


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Smooth Process

Capitalize provided a smooth process for my rollover. Their team was knowledgeable and handled all the details professionally. I would use their services again.


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Excellent Customer Service

I found the customer service excellent from Capitalize. They were prompt and addressed all my queries, professionally handling my rollover. Excellent support.


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Easy to Use

The site was relatively easy to use, and the team at Capitalize made my rollover painless. They kept me abreast during this process. Would recommend.


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Seamless Experience

Capitalize provided a seamless experience. They took care of the details, and they kept me informed throughout the process. Good service!


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Helpful Support

The support team at Capitalize was helpful and made it an easy process. They were available, explained my questions, and made the experience seamless. Rolling over my old 401(k) with Capitalize was quick and easy. The team guided me through each step and made sure everything went off without a hitch. Very happy with the service.


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Reliable Service

Capitalize provided a reliable service. They were efficient in handling my rollover, and the communication throughout was clear. Will use them again.


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Hassle-Free Process

It was seamless with Capitalize. They handled it all, and I felt like I knew what was going on the whole time and was comfortable. Highly recommend.


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Seamless Experience

Capitalize made my 401(k) rollover painless. Their website is very user-friendly, and a team member was always there when I needed one. Good for rollovers.


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Great Service

Great service provided. Team were attentive and rollover seamlessly done. Very pleased with the support provided by them.


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Understanding Team

The team at Capitalize were understanding, and the rollover process was smooth to go through. Their support is highly valued.


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Stress-Free Transition

Capitalize made transitioning my old 401(k) stress-free. They handled all the paperwork and even kept me updated throughout. Excellent service.


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Professional Team

Their team at Capitalize was professional and helpful. They did my rollover efficiently, and everything was as it should be. Great experience.


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Fantastic Experience

I had a great experience with Capitalize. Their process was smooth, and they had clear communication throughout. Highly recommend.


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Easy Process

The process for rolling over my 401(k) was seamless with Capitalize. Their team was available whenever I needed questions answered. Would recommend.


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Outstanding Support

Support from Capitalize was excellent. They did my rollover in record time and kept me updated every step of the way. Very pleased.


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Dependable Support

Capitalize gave dependable support to my 401(k) rollover. The team was knowledgeable to deal with and made the process hassle-free. Overall, a good experience.


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Highly Recommended

I highly recommend Capitalize for anyone dealing with 401(k) rollovers. They made this process so easy, and the team was very professional throughout. Great service.


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Seamless Service

The service at Capitalize was seamless and smooth. They handled all the details of my rollover with no issues at all. Well worth the time.


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Impressive Efficiency

I was impressed with how efficient Capitalize was. They handled my 401(k) rollover professionally and kept me updated. Great service.


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Helpful and Clear

Capitalize's team was helpful and gave very clear instructions throughout. They made everything simple to understand.


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Great Experience

I had a fantastic experience with Capitalize. They took the headache out of my 401(k) rollover and kept me informed at all junctures. Extremely satisfied.


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Simple and Efficient

Capitalise had a pretty smooth and efficient process. The team was very responsive, and my questions were answered quickly. I would recommend.


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Slow Response Time

The service was OK, but I did experience some frustrating wait times. I had to follow up more than once to get answers to my questions. My rollover took a little longer than expected.


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Unclear Communication

The communication from Capitalize was sometimes vague. I wasn't sure how my rollover process was going and wasn't getting timely updates on it. It made me a bit frustrated with the process in general.


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Disappointing Service

I expected more smoothness with Capitalize. There were some delays along the way, and I didn't feel that the team was responsive as much as I had wished. The service was disappointing considering reading so many positive reviews about it.


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Confusing Platform

The website was confusing and hard to navigate. I couldn't find what I was looking for, and the process felt more complicated than it really needed to be. Wouldn't use them again.


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Lack of Guidance

The rollover process felt like it was lacking guidance. I wasn't sure where to turn when I had issues. A little more direction would've been appreciated.


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Limited Customer Support

I also found Capitalize's customer support to be less helpful than expected. Unfortunately, I had a problem getting my inquiries responded to which actually delayed the process. It was really frustrating to have to wait so long for assistance.


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Delayed Processing Time

My rollover took so much more time than I had anticipated. I was under the impression that in a few weeks, everything would be done, but it took more than a month. I wasn't satisfied with such delays.


Capitalize

The way we work has changed significantly, but how we save for retirement has not. Every year, millions of Americans move jobs, abandoning old 401(k)s and losing out on significant investments. People with 401(k)s at their current employment frequently struggle to comprehend their fees or where their money is invested. That is where we come in. Capitalize uses unique technology and a team of caring humans to help Americans identify, consolidate, and maximize their retirement resources. And we're only getting started.

Address
25 W 39th St Suite 700
10018
New York
United States

Website
hicapitalize.com

Email
contact@hicapitalize.com

Telephone

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