Kelsey M.
Shawn was very communicative and got…
Shawn was very communicative and got the process done fast! He saved me a lot f hassle and got my my money quick!

When you left education, thousands of dollars in pension contributions stayed behind - money that was taken from every paycheck, and that you're entitled to get back. Most education professionals don't even know they can. Recess handles every form, every phone call, and every stamp to recover what's yours and put it to work for your future.
Recess Financial (recessfinancial.com) has 13 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Investments & Wealth · NEW YORK, New York
Excellent

Investments & Wealth · Seal Beach, California
Excellent

Investments & Wealth · New York, New York
Excellent

Investments & Wealth · Conyers, Georgia
Excellent
13 approved reviews, newest moderated first
Kelsey M.
Shawn was very communicative and got the process done fast! He saved me a lot f hassle and got my my money quick!
Derek H.
Shawn made the process of accessing CTPF funds completely painless - he handled every form, answered every question, and provided easy to follow instructions every step of the way. Everyone looking to recover retirement funds from their teaching days should use Recess Financial.
Mischa M.
This was a thing I had been putting off for years (trying to access a retirement account from years ago), and Shawn made it easy and manageable.
Charlotte
Was very streamlined, informative, and Shawn was knowledgeable each step of the way. Highly recommend!
Christy I.
Working with Shawn to transfer my retirement funds was amazing! After multiple false starts on my own, I was frustrated and confused by the process. I gave up on the process for almost a decade until a friend connected me with Shawn. His guidance, persistence, and clear communication made the process so much easier!
Ryan P.
Recess helped me get my money out of CTPF and into a retirement account. Shawn was helpful, knowledgeable and quick to reply with guidance and clarification on the red tape.
Carolyn
When Shawn reached out to me about my existing pension fund contributions at first I wrote it off as a scam. After some verification and research, I realized it as legit and I'd been completely unaware I had funds remaining in the system. Shawn made the recovery process incredibly easy and I just got my rollover. Thank you, Shawn! I never would have done this without your help!
Allison H.
I had such a great experience with Shawn and Recess. I had given up on getting my Louisiana pension funds transferred, a task always starred in my "do eventually" Gmail folder for nearly 10 years. Shawn made everything incredibly easy. Having clear guidance and him leading me throughout the process made this effortless for me. The entire experience was seamless, from the online notary to getting my funds transferred. Altogether, it probably took about 10 minutes of my time, and it resulted in recovering over $7,000. I’m genuinely so grateful for how simple and stress-free Recess made the process.