Frequently Asked Questions

Yes — completely free. You share a few details about your 401(k), we look them over, and we connect you with a local representative in your area who can walk you through what they find.

No. The consultation is free and no-obligation. You're welcome to ask questions, compare, or simply not move forward — nothing is owed on your end at any point.

We use your ZIP code or city along with the brief notes you provide to identify a local representative already serving your area — suited to what you want to go over, whether that's a rollover, an old 401(k) from a previous employer, or a look at what you're paying in fees.

A local representative serving your area, who is solely responsible for the services they provide. Sunbiz Report is a referral service only — we are not a registered investment advisor, broker-dealer, or insurance agency, and we do not provide investment, tax, or legal advice ourselves.

Your information goes to a local representative serving your area. They typically reach out directly — by phone or email — within 2 business days to schedule your free consultation. There's no further action needed from you until you hear from them.

We use it only to connect you with a local representative and to facilitate that introduction. We don't sell your information to unrelated third parties. Full details are in our Privacy Policy.

No. Sunbiz Report is not affiliated with, endorsed by, or sponsored by any government agency. We're an independent referral service connecting Florida residents with local representatives.