We are experts in self directed IRA and 401k setup , investing and account administration. Our staff is trained and...
Website: accuplan.net
Phone: (801) 266-9900
Cross Streets: Near the intersection of W South Jordan Pkwy and S Jordan Gtwy
406 W South Jordan Pkwy, Ste 640 South Jordan, UT 84095 1526.71 mi
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1.0 20 reviews
Using the Chat app on Accuplan's website to communicate? Be prepared for marketing emails. I had a quick question about Accuplan's business procedures and decided to try out the chat app on... More
The majority of the time, when I call Accuplan's helpdesk, I get a very arrogant man whose name starts with a J and ends in n. My husband said to me, He is talking over you. Yes each and every... More
Terrible service to clients. Website not user friendly. High fees. Have never felt like they care. Difficulty transferring my IRA to another company. Still trying. Customer service reps are nice... More
If there was a way to score BELOW zero, I would. Their shenanigans of stalling and maze of inconsistencies when functioning as retirement fund/asset custodians prey on the elderly. Their... More
Terrible service!!!! I have a client that can't get her money out of the investment and now they aren't even returning calls. The rep wouldn't talk to me, the new Rep, even with client on phone... More
