1 /5 WJ E: Agencies who use CS never seem to be able to upgrade benefits. Others who use competitors are able too.
1 /5 Vic Ago: Beware of fees. Im in need of some cash so I want to cash my 401k out. Theyre charging a $60 processing fee and a $10 check fee on top of the penalties. No way this was an investment. BEWARE
5 /5 Neven Singleton: Excellent service, very helpful on getting the closing costs for purchasing my first home. I couldnt ask for a better 401k company.
5 /5 Catherine Azeles: Wonderful company that truly cares about its clients.
5 /5 Evan Lamb: Had a little confusion with an employer 401k and their customer service rep Barb took care of it right away. Super professional and polite.
mark whittaker After a terrible and costly error by my old financial advisor. It cost me thousands and thousands of dollars and he didnt seem to care. . I moved on . to Max House he was extremely helpful and supportive . He is making more money for us than the old one also. I highly recommend him.
Duane Wells Curtis is a great guy with a wealth of knowledge. If you are looking to get the best in wealth management services Randle El Wealth Advisors is the right choice.
Sean Pendray As a professional financial advisor and legal settlement planner, I work with multiple trustee options nationwide for my clients, and none are more knowledgeable or responsive than Legacy.
Josh Gellock Mike Assad is an incredible professional who has helped me understand my overall financial picture, both for the near future, and far. I feel confident with him by my side, managing my retirement portfolio.