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4.1
All reviews
7 total
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DWDaisy Walsh2026-04-13I love that they are member-owned. It makes me feel like the company’s success is actually my success, rather than just lining the pockets of some Wall Street billionaire.
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SDShane Dunn2026-03-30Personal Advisor Select is a decent deal. You get a real human to talk to for a fraction of what a private wealth manager would charge. Very helpful for my estate planning.
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NWNora Wells2026-02-26Wait times for phone support have been getting longer lately. I was on hold for 45 minutes just to ask a simple question about a rollover. They need more staff.
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MPMonica Pierce2026-02-11The 'set it and forget it' kings. I’ve had my 401k here for ten years and the low expense ratios have saved me thousands in fees. They really are the best for long-term building.
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CLCharles Lopez2026-02-09The kings of low fees. I put my whole 401k in their target-date funds and I don’t plan on touching it for 30 years.