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Take Charge Financial

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Category: Business & Finances

Contact Information
315 University Ave, Los Gatos, CA 95030, Los Gatos, California, United States

Phone number: 408.399.6600

Take Charge Financial Reviews

Cheri Silveira Moliere July 12, 2011
Not transferring funds
I have asked Take Charge to transfer my IRA rollover account (TCQ-002070) to another agency and they have not complied with my request. ICMA RC has sent three letters to them, beginning in January 2011, and as of 7/12/11 this transfer has not been completed. I have documentation of numerous emails and phone calls to them but they are not acting on my request. My account has decresed since January and I want immediate action taken. Please assist me in filing the proper compliant.

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