Review Time
Overall the process had ups and downs, but what they really get right is having a single poc that helps guide you through it all. Ours was nelza and she was amazing. All said and done, I'd say this is one of the better custodians out there, I'd definitely recommend.
We would like to express our sincere appreciation for the outstanding service provided by Mis. Morgan A.
Her professionalism, attention to details, and willingness to go above and beyond did not go unnoticed. It is rare to encounter such a high level of dedication and care, and her efforts truly made a positive difference.
It was a pleasure working with her, and we look forward to the opportunity to do so again in the future.
With warm regards,
Dafna & Rami Zilberschmid
I called in and needed help with an IRA deposit and capital one account login. Morgan Appeldorn was my service agent and did an outstanding job of explaining the issue and helping me resolve it really quickly. Thanks to her I was able to make my IRA contribution before the IRS deadline.
We would like to express our sincere appreciation for the outstanding service provided by Mis. Morgan A.Her professionalism, attention to details, and willingness to go above and beyond did not go unnoticed. It is rare to encounter such a high level of dedication and care, and her efforts truly made a positive difference.It was a pleasure working with her, and we look forward to the opportunity to do so again in the future.With warm regards,Dafna & Rami Zilberschmid
Suvie Fogelman, the customer representative I spoke with today was fantastic. I had numerous questions and issues and she was able to help me with all of them.Unfortunately she was not able to resolve some issues, but I have great confidence she is getting the right parties involved to get them resolved.
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