Hicapitalize.com

Hicapitalize.com heeft hun bedrijfsprofiel geclaimd op Real Reviews

I had this retirement savings

I had this retirement savings mess from a few old jobs, like, four different accounts. It felt like a mountain I just couldn't climb, especially since I kept forgetting how to get into each account. Honestly, it was this annoying task sitting on my to-do list for over a year, staring me down. Trying to do it myself felt like navigating a maze, plus I was worried about losing tax protections if I messed up. And don't get me started on all the paperwork, printing forms, mailing checks—it was a nightmare. Then I found Capitalize, and they made everything so easy and quick. It was like a weight lifted off my shoulders. I'd totally tell anyone dealing with a similar headache to check them out.

I was seriously dreading the

I was seriously dreading the whole 401(k) rollover thing. I had four accounts, split between two firms, and each one needed a check manually cut and sent out. I procrastinated for a year because it seemed like a nightmare. But then, my new custodian offered a rollover promotion through Capitalize, and wow, they made it super simple. I just handed over my account info, and they took care of scheduling calls with everyone involved. They even looped me in for approvals. Before I knew it, the checks were sent, and Capitalize provided pre-addressed envelopes with postage paid. The checks were with me for like three minutes, tops. It was a breeze. Highly recommend them.

I had the chance

I had the chance to work with Jake Schlais, and let me tell you, it was a real smooth experience. Jake's got this way of making things straightforward and easy to understand. He was always polite and totally knew what he was doing, keeping me updated on everything without me having to ask. It was like he was one step ahead, making sure things were ticking along just right. If you're looking for someone who really gets the job done, Jake's your guy. The whole process felt seamless, and I left feeling pretty happy about it all. Can't say enough good things about the service, it's definitely worth checking out if you want things done right.

Man, I had 401k accounts

Man, I had 401k accounts scattered all over the place and it was driving me nuts. Keeping track of all those logins and then having the assets moved around was just too much. I really needed to merge them but the thought was overwhelming. Enter Capitalize. These guys are lifesavers. They made the whole process so simple and quick, I couldn't believe it. The customer service was top-notch, always there to help and super fast. They handle all the tough stuff, so you don’t have to worry about a thing. Plus, as a SoFi client, I'm getting 1% on my rollover, which is a nice bonus. Huge thanks to Sophie B. for being so awesome and kind!

Definitely reach out to them!

I was totally confused about handling my 401k, like, where do I even start? Luckily, Jake and the team at Capitalize stepped in. They made everything so simple, I didn’t have to stress at all. It felt like they genuinely cared about helping me, not just ticking off another task. They guided me through each step, explaining things in a way that made sense, and I never felt alone in the process. I really appreciated having someone on my side, just focused on making things easier for me. It was a huge relief, and now I feel more confident about my financial stuff. If you're lost with your 401k, definitely reach out to them!

I was dealing with my

I was dealing with my old 401(k) and Capitalize stepped in to help out. I was already rolling it over, but they got things moving faster. They set up a call with the new firm handling my money, and it made everything smooth. Kasen Quiring from Capitalize was super helpful and really knew his stuff. They managed to do an electronic transfer directly between trustees, which saved me about a week since there was no need to send checks back and forth. It's nice to have someone take care of the nitty-gritty details and make the whole process less of a hassle. Overall, it was a solid experience, and I'm glad they reached out.

I transferred some funds

I transferred some funds and was pleasantly surprised by how hassle-free the whole experience was. The process was straightforward and didn’t take long at all. While I waited for the paper checks to go through, no one bothered me with constant updates or unnecessary questions. Once everything was finalized, they just confirmed if the transfer was complete and that was it. No annoying calls or spam emails, just efficient service. It’s refreshing to see a company that focuses on getting things done without all the extra nonsense. Makes you wish more businesses operated like this, keeping things simple and efficient.

I’d definitely recommend reaching out to them.

I recently had the pleasure of working with Tom O’Neill to transfer my old 401K to a new IRA, and it was a breeze! Tom was amazing, taking care of all the complicated stuff, which was a huge relief for me. I just got married, so my last name changed, and he handled that effortlessly too. Tom really knows his stuff and made the whole process simple. I didn't have to stress about paperwork or anything; he guided me through everything smoothly. I’m really grateful for his support and Capitalize for having such awesome service. If you need help with retirement accounts, I’d definitely recommend reaching out to them.

When I needed to roll

When I needed to roll over my Roth and traditional retirement accounts from an old job, I went with Capitalize and it was a game changer. I’d tried before and always got stuck with all the confusing info from my old firm, and I’m an accountant, so that's saying something! Capitalize made everything clear and simple, guiding me on what accounts I needed to set up and walking me through the entire rollover process. It was a huge relief to finally get it done without all the headaches. Big thanks to Capitalize for making it so straightforward and stress-free. Highly recommend them if you’re in the same boat!

I gotta say, working with

I gotta say, working with Capitalize was a game-changer for me. A finance group at my new job recommended them, and I finally decided to roll over my old retirement accounts. Honestly, I was pretty nervous about messing it up or facing tax issues, but they made it so simple. We went through everything step-by-step on the phone and Zoom. I even had a tricky question about one account that I couldn’t find an answer for anywhere online. They nailed it with just one email. Now, all my accounts are in one place, and I feel way more confident about my financial future and retirement goals. Thanks, Capitalize!

They were just awesome

I had this 401K rollover thing to handle, and honestly, I was a bit anxious about it. But then I found this company, and they were just awesome. They really know their stuff and made everything super straightforward. I didn’t expect the transfer to be so smooth, but with their help, it was a breeze. They guided me through the process, and it didn’t even cost me an arm and a leg, which was a relief. If you’re thinking about rolling over your 401K, I’d seriously recommend them. They made a potentially stressful situation feel easy and manageable, and I couldn’t be happier with how it all turned out.

Professional team!

I recently had to roll over my 401k and came across Capitalize. From the get-go, their team was amazing. They made everything so easy and smooth, which was a huge relief. They were super patient and really went the extra mile to help me out. It’s rare to find companies that genuinely care about their customers like this. I just wish more companies were like Capitalize to guide us through complicated processes. Now, I'm hoping they could assist with HSA rollovers too, and if possible, without any fees. Overall, a fantastic experience with a dedicated and professional team!

Pretty satisfied

I recently used Capitalize to transfer my retirement account, and I gotta say, they know their stuff. The folks managing the transfer were really knowledgeable, and they did exactly what they promised. The timing was spot on too – the envelope they sent for forwarding my check to E-Trade came on the same day I got the check. So, I was able to mail it out to E-Trade immediately. Unfortunately, E-Trade took forever to deposit the check and make the funds available, but that's on them, not Capitalize. Overall, pretty satisfied with Capitalize, just wish E-Trade was quicker.

I'm delighted to share that my experience was truly positive

I'm delighted to share that my experience was truly positive. I had initial reservations about transferring funds, fearing complications, but everything unfolded rather smoothly. When I made an error, the Capitalize team swiftly resolved the issue upon being informed. Their follow-up check-ins and prompt responses were greatly appreciated. While my preference was to have phone communication initially, reaching out via email led to quick and efficient responses, which shifted my perspective positively. Overall, Capitalize's service left me content and assured.

Transferring my 401k was a

Transferring my 401k was a breeze thanks to Capitalize. I couldn't believe how smooth the whole thing went. They connected me with Albert, who really handled everything. From signing up to linking accounts and scheduling an appointment, the entire process took less than 30 minutes. Albert was incredibly helpful and made sure everything was done right. I’m honestly surprised at how easy it was! If you're thinking about rolling over your 401k, I can't recommend their service enough. It's such a relief to have something like this taken care of so efficiently.

Man, dealing with that 403(b)

Man, dealing with that 403(b) rollover was a nightmare for me. Tried it myself a few times and just couldn't get it right. Then I found these guys through an Instagram ad, of all places. Was a bit skeptical at first but decided to give it a shot. They wrapped everything up in about three weeks, from first contact to getting my funds exactly where I wanted. They kept me updated throughout the whole process, which was super reassuring. Honestly, if I ever need to handle another tricky rollover, I'd definitely go back to them. They just made it so easy.

Wow, I gotta say, my

Wow, I gotta say, my experience with this place was just amazing. From start to finish, they really went above and beyond. They took the time to explain every little detail, which made me feel super comfortable. They kept me in the loop the whole way and took care of all the nitty-gritty stuff behind the scenes. Honestly, I probably wouldn't have gone through with the whole process if it wasn't for them. Everything went so smoothly, and I didn't have to worry about a thing. It was just a truly wonderful experience! Highly recommend them to anyone.

I recently had to roll

I recently had to roll over my retirement account, and it was a breeze thanks to Victor. He was super patient and answered every single question I threw at him. I was kind of nervous about the whole thing since I'm not exactly a finance expert, but Victor made it simple. They even sent me a prepaid envelope to mail the check to the new institution, which was a nice touch. If you're like me and new to this kind of stuff, I'd totally recommend their service. It took all the stress out of the process. Big thanks to Victor for making it so easy!

I had been planning to rollover some accounts

I had been planning to rollover some accounts for a long time but was always anxious about messing it up and getting a distribution by mistake. Capitalize made everything straightforward, letting me stay in control while offering support throughout. Capitalize provided clear instructions for submitting my info and was very responsive before, during, and after the process. I was grateful for the frequent updates and either direct calls or customized emails once a step was done. Definitely suggest to get rollovers sorted out with ease!

Honestly, I was a bit

Honestly, I was a bit doubtful about Capitalize being free, but it really is! They handled everything for my 401K rollover after I got laid off. They even contacted my old company to kickstart the rollover to my new account. Plus, they sent me a prepaid envelope to mail the 401K check to Charles Schwab, which was a nice touch. Anytime I had questions or worries, they were super responsive. The whole process was a breeze, and I'd definitely suggest it to anyone who needs help organizing their finances or dealing with a 401k rollover.

My previous employer or their 401(k) administration service

My previous employer or their 401(k) administration service (not sure which) worked with Capitalize to help ex-employees manage their 401(k). I had already begun a rollover when Capitalize reached out, but they set up a 3-way call with the receiving company and made everything go much smoother. Kasen Quiring was the Capitalize rep, and he stayed professional and capable all the way through. They managed to complete a trustee-to-trustee electronic transfer that saved me about a week (no need to send checks back and forth).

I used Capitalize to transfer

I used Capitalize to transfer my old 401k funds and it was such a breeze! I had been putting it off for years because the paperwork always felt too much to handle. But Capitalize sorted it all out for me. Just one quick phone call, and they sent me checks and prepaid envelopes to split my 401k into two different IRAs. They were super responsive to all my questions. And the best part? It didn’t cost me a thing! I can’t believe how simple they made it. Highly recommend Capitalize if you need to rollover old 401k funds.

Awesome team

Rolling over my old 401(k) was a breeze with this team. They were super responsive and knew their stuff, guiding me through every step. I felt like they had my back the entire time. Honestly, it was way less stressful than I imagined. I didn’t have to worry about the usual paperwork headaches because they handled it all. If you’re looking to sort out your retirement savings without any fuss, these guys are the way to go. Can't believe how easy they made it. Definitely worth checking out if you want a smooth process.

Man, I gotta say, Capitalize

Man, I gotta say, Capitalize totally blew me away. They really stayed with me and walked me through every step that was needed to roll over my work 401K to an IRA account. Still working and contributing to my work 401K, but now I know I can do a yearly roll over, thanks to them. It was such a smooth process, and they made it feel so easy. Honestly, didn't think it'd be this simple. Props to the team at Capitalize for making it happen. Highly recommend it if you’re looking to roll over your 401K without any hassle.

I was so lost about

I was so lost about rolling over my 401k to an IRA, but then Chelsey jumped in to help. She was so patient, answering every single question I threw her way. The whole thing, which I thought would be a nightmare, turned out to be super smooth and quick. Honestly, I didn’t expect it to be this easy. Chelsey made what could have been a stressful process into something almost enjoyable. If you're in need of this kind of service, I can't imagine a better place to go. It’s definitely worth it and highly recommend it!

I worked with several diferent representatives

I worked with several diferent representatives at Capitalize and they guided a really complicated old 401K to IRA move from Fidelity to Robinhood. Everyone I talked with was prompt and professional on all mediums - phone, chat, and email. I never felt that I was left hanging. On the other hand, Fidelity makes it hard to move funds out, so it was invaluable to have the support from Capitalize operations agents. It's so rare these days to have real, human help and it's a huge relief when moving retirement funds.

I was pretty anxious

Honestly, I was pretty anxious since it was my first time dealing with this kind of stuff. But, wow, the rollover was done super fast, and I'm really thrilled with how it turned out. If only I'd known about this service sooner—I could've saved myself a bunch of time. The efficiency and speed of the process were truly impressive, and it made everything so much easier for me. It's such a relief to have it all sorted out. Highly recommend this service to anyone who needs a smooth and quick rollover experience!

I was really impressed with

I was really impressed with how smooth the whole process was. Started things off online, which was a breeze, then got a call from a rep who asked a few more questions. We quickly got on a call with the company handling my old 401k, and before I knew it, everything was sorted out. Honestly, it hardly took any effort from me. They even sent me a prepaid envelope for mailing the check to my IRA company. It all felt surprisingly easy and fast. Definitely made what I thought would be a hassle, super simple.

The team at Capitalize was quick to respond

The team at Capitalize was quick to respond, called me as promised, and explained the process very well. Honestly, the whole experience was way easier than I thought it would be. Some things that really stood out: The Capitalize agent was super helpful during our call with Fidelity. She asked all the right questions and made sure everything was understood. The envelope for sending my check to my new financial company got to my house fast and had clear instructions that were really easy to follow.

I recently decided to tackle

I recently decided to tackle rolling over my 401k and IRA accounts, which I'd been avoiding forever. Honestly, I was dreading the whole process, but these folks made it surprisingly painless. They walked me through every step and answered all my questions without making me feel dumb. Plus, it didn't cost me a thing! The peace of mind I got from having someone guide me was priceless. Seriously, if you've been dragging your feet on this like I was, just schedule an appointment. You'll be glad you did!