Nabers Group Avaliações 

273
O TrustScore é 4 de um total de 5

3,9

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

I've had my Nabers Group Solo 401k plan for going on 4 years now. They continue to release new software tools making it easy to manage my own 401k plan. And their customer service is excellent.... Ver mais

Avaliado com 3 de um total de 5 estrelas

I have 3 different accounts with Nabers and after a difficult situation they looked at intended new policy and decided to not go that direction. Rather they will hold my accounts as legacy ‘plans’ at... Ver mais

A empresa respondeu

Avaliado com 3 de um total de 5 estrelas

I am still not setup. Playing phone tag with my rep. Need guidance on setting up the accounts and how to effectively use the trust and LLC. I think Nabler's over estimates the knowledge of the self em... Ver mais

A empresa respondeu

Avaliado com 4 de um total de 5 estrelas

I miss talking to a real human. Nabers has a fine product offering, however, I was very disappointed during the set up process to discover that the rep who sold me on the Nabers experience via the ph... Ver mais

A empresa respondeu

Detalhes da empresa


Informações de contato

3,9

Muito Bom

O TrustScore é 4 de um total de 5

273 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas

Respondeu a 100% das avaliações negativas

Normalmente leva mais de 1 mês para responder

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

3,9

Todas as avaliações

(273)

2 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

Ilana at Nabers provided outstanding…

Ilana at Nabers provided outstanding customer service. She was kind, patient and answered all of my questions in a timely manner.

15 de junho de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your feedback. We're glad to be here to support you in taking control of your financial future!

Avaliado com 5 de um total de 5 estrelas

With Nabers Group since 2017..

With Nabers Group since 2017... Researched high and low for Self Directed Solo 401K and found Jeff and Rachel to be honest brokers of these instruments. Education articles and simplicity of setting up with clear instructions made it easy for me. If you need more than self directed 401K they are ready to assist.

6 de junho de 2022
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your kind words, Alfred. We're glad to be on this journey with you and we'll keep working hard to create more tools that make using the Solo 401k even simpler and easier. Keep up your great work and Happy 5-year Solo 401k-aversary!!

Avaliado com 5 de um total de 5 estrelas

They turned complexity into simplicity.

They turned complexity into simplicity. Straightforward, helpful and friendly.

4 de junho de 2022
logotipo da Nabers Group

Resposta da Nabers Group

Thank you, Michael! We'll keep developing our product to make using your Solo 401k as simple as possible. Keep the great feedback coming!

Avaliado com 5 de um total de 5 estrelas

Outstanding support

Working with Nabers has been a great experience. They walk you through the entire process making it as easy as possible. Support is rock solid - friendly, helpful, real people respond instantly to your support requests and keep everything on track.

24 de maio de 2022
Avaliação não solicitada
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Resposta da Nabers Group

Thank you for your kind words and great feedback, Ed! We're so glad to be on this journey with you.

Avaliado com 5 de um total de 5 estrelas

Easy to work with

Easy to work with, well organized, knowledgable, and extraordinarily responsive to inquiries

17 de maio de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your feedback and we'll keep working to develop tools that make using the Solo 401k even faster, simpler, and easier!

Avaliado com 5 de um total de 5 estrelas

Excellence service

Excellence service. Very pleased.

12 de maio de 2022
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Resposta da Nabers Group

Thank you, Dennis. Great to be on this journey with you :-)

Avaliado com 5 de um total de 5 estrelas

A lot to learn along this journey of…

A lot to learn along this journey of solo401K but the reward is tremendous! Fortunate that with Nabers Group, they are always there to help, just a phone call or a chat away. 100% satisfied with the support - friendly, willing to help and knowledgeable!

11 de maio de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thank you for your kind words, Will. We appreciate your feedback and are happy to be here to support you on your journey!

Avaliado com 5 de um total de 5 estrelas

Everyone should have a Solo 401K, even your kids

I strongly believe that everyone in the US should have their own Solo 401K, even our kids. It is a great tool to save money tax free and build wealth.

Ilana and her team are super responsive and guide you step-by-step through the process. I highly recommend working with them.

11 de maio de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Strong words and we agree, Iddo! Financial freedom is a noble path, and we're so glad to be on this journey with you. Thank you for your feedback and we're glad to be here to continue to support you.

Avaliado com 5 de um total de 5 estrelas

Rollover Question and Restatement

I had to restate my documents and also had a specific question regarding a rollover. Chelsea helped me address the situation and verified my restatement was complete. Great experience.

10 de maio de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your feedback, Travis. We'll keep building tools to make moving money (rollovers) even easier. So glad your restatement was done in less than 5 minutes, too!

Avaliado com 5 de um total de 5 estrelas

Rachel Nabers & the Nabers Group team are ROCK STARS

Rachel Nabers and the entire team at Nabers Group are old-school customer focussed folks. They are genuinely nice people who seem to care about each other and who definitely care about the success of their clients. They are all well-trained subject matter experts, to boot. This kind of customer experience is all too rare these days, so when I experience it, I have to celebrate it. Thanks for being a company of selfless servants!

9 de maio de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thank you for your kind words, and feedback, Jason. We are so glad to be on this journey with you and will continue to be here to support you. You're doing great - now keep going. You got this!

Avaliado com 1 de um total de 5 estrelas

I called 2 days ago with a question…

I called 2 days ago with a question (called twice and wass told someone would call back within 24 hours. I left 2 numbers (a different one each time) and now 48 hours later, still no call back.

28 de abril de 2022
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Resposta da Nabers Group

Hi Mark. I'm sorry you weren't able to reach a specialist on your first call in. I checked with my teams and it looks like you spoke with Hannah today to get your questions answered. I know not getting through right away can be frustrating. We're growing rapidly and doing our best to handle the increasing demand for our services. Please consider updating your rating if you found Hannah was helpful. Thank you.

Avaliado com 5 de um total de 5 estrelas

Absolutely amazing product and top of…

Absolutely amazing product and top of the line customer service always there to offer guidance.

27 de abril de 2022
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your feedback, Dylan. We'll continue to build out tools to make using yoru Solo 401k even faster and easier!

Avaliado com 5 de um total de 5 estrelas

Amazingcustomer service

Amazing customer service. Reliable.
Prompt. Great step by step instructions. Worked with Ilana and she was so helpful throughout the process.

26 de abril de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your feedback, Liliya. Glad to be on this journey supporting you in using your Solo 401k!

Avaliado com 5 de um total de 5 estrelas

Chelsea was fantastic

Chelsea was fantastic! 401k set up was a little confusing to me and Chelsea helped me get it done in under 20 minutes.

20 de abril de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Thanks for your feedback, Joe! We're so glad the team was able to help you get things done quickly. Now on to the fun part...investing!

Avaliado com 2 de um total de 5 estrelas

Have appearance of non-professionalism…

Have appearance of non-professionalism and shady. As if someone was running it out of their house our garage. Not very good at follow up and assuring the customer that there was stability in the company.

19 de abril de 2022
logotipo da Nabers Group

Resposta da Nabers Group

Hi Tim. I'm sorry you had a bad experience and would love to learn more about what caused it. Our records indicate you signed up, received your Solo 401k plan documents within 1 business day, and then canceled service.

We have clients in all 50 states, have been in business for 18 years and take pride in unparalleled excellent service. If you did in fact have a poor experience or impression, please do contact us to let us know what happened and how we can improve. Thank you.

Avaliado com 3 de um total de 5 estrelas

Sets up the documents only

Sets up the documents only. Expect to manage every single thing including setting banking, reporting, documentation, IRS reporting, rollovers, etc... There is no platform, no automation, none of the things the sales pitches have shown images of.

Changed the review to a higher score as communication is very good, but still lacks the automation suggested in pitch materials.

15 de abril de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Hi Joshua. Thanks so much for catching our mistake. Some images of yet-to-be-released app features were missing their "coming soon" notice. We have fixed that thanks to your pointing it out. I'm sorry that the missing notice caused you a poor experience.

I would like to clarify some of the points you mentioned. Our rollover initiation documents are automated and self service 24-7. IRS plan document maintnence is automated on an ongoing basis and only requires the occassional online signature from you. IRS annual reporting generally involves Form 5500-EZ. Our automatic 5500-EZ generator enables you to file your 5500-EZ in June before the July deadline. As the deadline approaches you get an invitation to use it. We always recommend you let your accountant file all tax forms, but you can use our pre-filled 5500-EZ to save your accountant time or submit the form to the IRS yourself.

Anytime you want to do a participant loan, the process of generating your participant loan documents and signing them is all self-serve 24-7 online. You then transfer the loan proceed using online banking with one of our banking partners. This does require a separate login to transfer the money, but soon that will all

We do open your crypto account for you with white glove service at no account opening fee, and all you need to do is complete the crypto trading application form.

We're happy to help you with an onboarding meeting to show you how to get things done using our tools.

That said, we're not at rest. We are committed to making our Solo 401k solution even more powerful and easy to use. You can expect major functionality releases every quarter from us, and we're always open to suggestions.

We appreciate your feedback and we're committed to continual improvement of our Solo 401k solution.

Avaliado com 5 de um total de 5 estrelas

Don't loose sleep...Nabers Group got this.

After weeks of online research trying to find the best way to secure personal monies while minimizing taxes, someone referred us to the Nabers Group. Being a business owner with no other partners except my spouse, and having no employees, we were able to restate our existing 401k with the Nabers Group. They provide a plethora of services that streamlines the entire confusing process (especially dealing with IRS rules). We had our IRS approved 401k documents within a day. They provided a list of partnering banking institutes that specializes in retirement accounts and understands the client's goals.

Based on our unique business and personal finances, we wanted to maximize our Roth contributions. We spent days (and nights) researching what is allowed and what were the maximums. In fear of doing the wrong thing and incurring a penalty from the IRS, we stayed up all night until 3:00 a.m. reading IRS publications and going over the forms that we thought MAY be required. As much as my husband and I logically reasoned what might be needed and what ought to be done, ultimately we did not know anything for sure.

The next day, with refresh minds, we continued the debate from the night before. Finally, I requested a one on one call with Iliana, a solo 401k specialist. We asked her about setting up bank accounts and deposits, Roth contribution limits, roll overs, and required IRS forms. In less than 10 minutes, she cleared up all our uncertainty.

After the call, we felt confident and were comforted knowing that she knew the right answers to our questions, because she had gone through the same process to create her own solo 401k. She was extremely knowledgeable and a pleasure to speak with.

14 de abril de 2022
Avaliação não solicitada
logotipo da Nabers Group

Resposta da Nabers Group

Hi Paula. Thanks for your feedback. It really makes a difference that we all eat our own cooking!

Avaliado com 5 de um total de 5 estrelas

I am so thankful for Nabers Group and…

I am so thankful for Nabers Group and how they were able to help me get my IRA set up so quickly and efficiently. The support that I received from Basecamp and their employees was awesome!

13 de abril de 2022
logotipo da Nabers Group

Resposta da Nabers Group

Thank you for your feedback, Dave! We're so glad you're taking control of your retirement future with our IRA. We'll keep building even more tools to make using your retirement plan a breeze. Keep up your awesome work!

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