February 2020 by Thomas Luckenbach
My father used these guys until he died, and I inherited about 13,000 in an IRA. They dillied dallied for 3 or 4 months until they finally transferred the account to my Vanguard, charging around $400 in fees just to get my father's inheritance. Then some weird $2 payment came through that they never transferred, so, 3 years later, I have a $2 account invested in TWENTY or so different funds, and I've been getting tons of unwanted mail regarding them. I've asked these guys at least 3 times to close out my account, but , AFTER 3 YEARS, I'm still ignored! Honestly, if I were you, I wouldn't do business with them!
