Throughout the entire process, I never felt any undue pressure, and they diligently addressed any questions, concerns, or specific details that I had. Given my extensive requirements, their level of support was impressive. The documentation was straightforward and easily understandable.

I was particularly impressed with the overall organizational efficiency demonstrated at every stage.

Since I was already in the process of transferring funds from one of my 401ks, my agent ensured her presence on conference calls with other investment firms, guaranteeing accuracy and a streamlined approach, while avoiding any potential future fees or worries.