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Updated over 5 years ago,

User Stats

40
Posts
17
Votes
Jill Johns
  • Flipper/Rehabber
  • Wooster, OH
17
Votes |
40
Posts

Looking for Safeguard Advisors references

Jill Johns
  • Flipper/Rehabber
  • Wooster, OH
Posted

Hi all. I have been trying to research the pros & cons of switching my self directed IRA over to a new administrator, as well as changing it to a Solo-401k... after speaking with Brian at Safeguard. So what I'm wondering is, can anyone here who uses Safeguard, give me some feedback?

I'm leaning heavily in this direction, but the only thing that makes me a bit uncomfortable is the fact that there is so much distance/space between them and me. I've checked a few local companies out, as well, but I haven't gotten that feeling of deep understanding & knowledge that Brian was able to communicate to me. So, is it worth it to go with someone more local if they don't offer as good of service as the distant company does? I'm thinking no... but would really appreciate some feedback on your experiences with Safeguard Advisors.

@Brian Eastman... your feedback doesn't count. :)

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