I’m considering using Beagle Financial for some investment services, but I’m not sure if they’re a legitimate company. Has anyone here used their services or know anything about them? Are they reliable and trustworthy? Any insights or experiences would be greatly appreciated. Thanks
Beagle Financial is considered a legitimate service by users. It helps with finding and managing financial accounts, consolidating fees into one account if you choose. Users generally find it beneficial for simplifying their financial management and keeping track of their expenses.
I checked the website no major red flags, but I am no expert. It’s been active for a few years and is registered until 2025. I can’t assess its cybersecurity, so be cautious with your login info. My current employer’s 401k uses Plaid for linking accounts, which doesn’t share my login details. I’m unsure if this is similar.
You might consider whether you want to pay someone for this process or do it yourself. When I change jobs, I always roll over my 401k to avoid leaving money idle.