Capitalize

Capitalize was a lifesaver. I needed to update my 401k information in the midst of changing jobs and moving and it felt like a to-do list item I would never get to. I knew that waiting would cost me money but I didn't have the time to do it. Enter, Capitalize.

Each person I interacted with was exceedingly helpful, walking me through each step of the process and explaining exactly what I would need and how long everything would take. It was super simple to have everything planned and moved for me, according to my investment needs.

I'd highly recommend Capitalize if you've just changed jobs or have an old retirement account that is just sitting there.

Excellent service, no complaints, would use them again.