Questions about old accounts & newer were answered I had questions about an old 401k and how to find it. Davis Sahr answered and explained well. Davis Sahr went over the 2 accounts that Beagle found, and provided the company names they were attached to, which was extremely helpful. Davis Sahr followed up by sending me an email with links & information on rollover options & a link to schedule a future call, after I find the balances. Davis Sahr was respectful and understanding of my situation, and very helpful with information to assist me in getting my situation resolved soon.

While beagle was unable to find any old… While beagle was unable to find any old 401k plans, they were very responsive and kept me informed about everything they were doing. Mayvy was so nice and worked very hard to help me through the process. She even offered a refund when all options were tried. Thank you Mayvy for trying!

Kim’s patience is contagious Kim’s patience is contagious. She has helped me through a still-ongoing headache of a process with relative ease, and her patience with my various document/scavenger hunt missions has made me more patient with the process as a whole. I will definitely recommend Beagle to others, and if I can refer them directly to Kim, I will.

Patient and understanding - Davis Sahr He was very patient with me, particularly considering my level of overwhelm. I have a lot of disparate outstanding accounts, many of which are over 10 years old so tracking down access to roll them over is tricky. He was beyond helpful.

I reached out to the text support… I reached out to the text support number and was helped right away. Beagle performed a thorough search on my behalf and after concluding that I didn’t have any accounts I wasn’t aware of, they refunded me in full. Excellent service. Would highly recommend