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“Great experience moving money into Fidelity. We moved some money late in the year to test end of year reporting, found it excellent, and moved the rest of our retirement funds there. As someone who considers herself technologically challenged, I really appreciate the website. For example, there are two major buttons, one for trade (making changes to assets within an IRA or brokerage account) and one for transfer (moving money out of an account, such as cashing out part of an IRA or money money from a brokerage account to our bank accounts). I needed some handholding at the office and got it!”
Investing
Investing
Investing
“I called Miles Franklin about rolling my 401 k over to a gold and silver IRA. Number one a human answered the phone!!!!! She said she’d have someone return my call right away!! They did!!! No pressure felt at all. They gave wonderful info for me to research. They didn’t aggravate me with endless follow up calls. When I was ready to purchase they were helpful and patient!! From the day of retirement to purchase of precious metals to IRA only took 10 days, which is exceptionally remarkable!!!! Truly an exceptionally well run business !!! Owner and CEO Andy S owner an CEO and will also answer his emails and any questions you have!!!”