Nabers GroupNabers Group is listed under Investments & Wealth in Scottsdale, Arizona.
Nabers Group (nabers.com) has 267 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Investments & Wealth · Scottsdale, Arizona
Excellent
Investments & Wealth · Scottsdale, Arizona
Excellent
Investments & Wealth · Scottsdale, Arizona
Excellent
Investments & Wealth · Carefree, Arizona
Excellent
267 approved reviews, newest moderated first
Liliya G.
Amazing customer service. Reliable. Prompt. Great step by step instructions. Worked with Ilana and she was so helpful throughout the process.
Response from Nabers GroupMay 9, 2022
Thanks for your feedback, Liliya. Glad to be on this journey supporting you in using your Solo 401k!
Joe B.
Chelsea was fantastic! 401k set up was a little confusing to me and Chelsea helped me get it done in under 20 minutes.
Response from Nabers GroupApr 26, 2022
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!
Tim
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.
Response from Nabers GroupApr 22, 2022
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.
Joshua V.
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.
Response from Nabers GroupApr 16, 2022
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.
Paula P.
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.
Response from Nabers GroupApr 16, 2022
Hi Paula. Thanks for your feedback. It really makes a difference that we all eat our own cooking!
Dave F.
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!
Response from Nabers GroupApr 26, 2022
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!
gregg
Nabers Group was very easy to work with to set-up the account, I did an LLC in addition to a Solo 401K. They were very responsive via both email and phone contact when I had questions and had good, helpful suggestions....very smooth!
Response from Nabers GroupApr 16, 2022
Thank you Gregg. We're glad you've had a smooth experience!
TODD
I was in a time crunch to get my Solo401K open and funded so that I could make an investment. I had some questions along the way and received excellent customer service each time that I called. Combined with their pricing and fees, I don’t know that you can find a better combination.
Response from Nabers GroupApr 8, 2022
Thanks for your great feedback, Todd! Glad we could help you get things done quick and efficient. Now onto the fun part - investing with your retirement funds!