Good employees, pesky AI It took a minute to get past your “virtual assistant”. I couldn’t use that system because my question was far too specific for that kind of system. Confirmation of that came when the associate I articulated the question to had to put me on hold to ask someone else. But Claudia did a fantastic job for me.

Amber was awesome Amber was awesome, she helped us when we called with no issues. She was very polite and professional, we didnt feel rushed and you could tell she had a smile on her face and not a forced one! Customer Service these days has gone downhill so getting her on our call and not the automated system was great! I'm glad there are still some people who like their job and enjoy helping people! Thanks Amber!

The person who handled my request was… The person who handled my request was very professional and got me the information I needed right away. The reason I didn't give you a 5 star review was because I had to go through over 1 1/2 minutes of making a choice on what I needed when your automated system did't have what I needed.

Tried to keep my money My employer rolled over my 401k to Inspira. I sent a request to Inspira to rollover my funds to my existing IRA. No response. I called them and their phone tree message said "Due to our exciting new re-brand, your call response time will be delayed". After 20 minutes on hold, I hung up. My financial advisor had to help me get my funds rolled over since Inspira wasn't helping

Efficient chat and email. Fees high though I have a pleasant experience with customer service on inspira today. I was frustrated because it was impossible or seemed impossible to actually reach to person. But I did receive the text back and sent an email and someone to call me back that was able to help me. I guess this is the way of the future where companies screen out calls, and really try to decrease the work staff. But they did a good job in this instance. My experience was inspire a specifically has been brief. I had earlier experience with millennium trust and I think they were acquired by inspira. Anyhow, I just feel that the fees are a bit high for the service that you get. My other self-directed IRA company provides lots of CE and networking opportunities and there’s other value that’s added for the annual fee which is actually lower thanthis. So I’m moving my investments over.