BlueStar Retirement Services, Inc.
Zoom Reverse Mortgage
Serving the Ponte Vedra Beach area.
Photos and Videos
- HoursOPEN NOW
- Regular Hours:
Mon - Fri - 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:
- Links:
- Categories
- Retirement Planning Services, Financial Planning Consultants
- Location
- Veranda Building C
Contact Info
Reviews
03/09/19
Provided by DexKnowsI 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!!!!