Take Charge Financial
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 and as of 7/12 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.

Company: Take Charge Financial
Country: USA
State: California
City: Los Gatos
Address: 315 University Ave, Los Gatos, CA 95030

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