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January 2023
I maxed out my IRA and instead of recording it on my taxes , she put a sticky note that said , “ I don’t know what this is “. She didn’t even call me to ask what it was. I even told her it was a after tax IRA. Never go there again. I have to pay someone else to get two years amended.
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November 2022
The lady that answered the phone is completely rude. Very over the top. You are not allowed to ask any questions without being insulted and basically told won't get help. This company can go down for like here
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June 2021
Horrible experience their mistake caused me to lose money and wait an additional 4 weeks!! Guy at the front is VERY RUDE!