Investor · Canton, GA · Member since 2014 · 727 posts · 500 votes
Has anyone worked with these guys?
I want to roll over a 401k etc., but have not been able to find much on them in the way of reviews. They are BBB accredited, but with only one review. Other than this, info is pretty thin. They look like they have a good product, I just want to know they are legit.
Thanks.
Solo 401k Expert · Anaheim Hills, CA · Member since 2012 · 18k+ posts · 6k+ votes
9y
Hi Tony,
Justin, the owner of the company is a frequent contributor here on the forum so to answer your question yes, this is a legitimate company. You can view his references on his profile:
Financial Advisor · Atlanta, GA · Member since 2016 · 256 posts · 350 votes
9y
@Tony Gunter I used @Justin Windham for my solo 401k plan and I've been very happy with it. Easy process and Justin was responsive to my emails (which is very important to me).