We apologize for the inconvenience

The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

You will be automatically re-directed to People Search on yellowpages.com in .

Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

Details
HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phones:

Main - 904-273-5220

Fax - 904-285-4066

ExtraTollFree - 800-260-4066

ExtraTollFree - 800-878-5220

Extra - 904-834-7981

Extra - 904-395-8686

Address:
822 A1a N Ponte Vedra Beach, FL 32082
Email:

Reviews

Select your rating
Write a Review
C
ChicagoInvestor

03/09/19

Provided by DexKnows
1 Reviews0
1.0
Horrible experience - STILL waiting for my 401k to close after requesting a month ago!

I have spent over 20 years in finance and investment. Last year, I took a contract job and they began a 401k investment for me with this company. I left the company on February 1, waited the required one week, and then filed my forms to close this account and disburse my funds ASAP. INSTEAD, I have continually received the run around, received requests twice a week asking me to verify that I requested the account be closed, have had me notarize forms requesting I close the account (this is a first for ANY investment company I have worked with), have been told that my former company needs to approve my account being closed (wth???), and finally - today - checked my account balance again, which I do daily - and I have lost $10 more dollars in just the past 24 hours! Let me clarify, this is a VERY small 401k account!

In contrast, I was with my company before this for 10 years. When I closed my 401k with them, I simply signed the forms, requested the distribution, and it was direct deposited into my account within 3 days (taking into account the 3-day trade rules).

Bottom line, I'm tired of the repeated excuses and run around, it's been 3 weeks and I WANT MY MONEY!!!!

Was this Review helpful to you?0
Categories
Retirement Planning Services, Financial Planning Consultants
Location
Veranda Building C
Suggest an Edit
Are you the business owner?Claim This Business
Data provided by one or more of the following: Thryv, Data Axle, Yext.