Skip to content
×
Try PRO Free Today!
BiggerPockets Pro offers you a comprehensive suite of tools and resources
Market and Deal Finder Tools
Deal Analysis Calculators
Property Management Software
Exclusive discounts to Home Depot, RentRedi, and more
$0
7 days free
$828/yr or $69/mo when billed monthly.
$390/yr or $32.5/mo when billed annually.
7 days free. Cancel anytime.
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 7 years ago on . Most recent reply

User Stats

8,794
Posts
4,382
Votes
Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
4,382
Votes |
8,794
Posts

List of Self-Directed IRA Companies

Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
Posted

I am working on building a list of self-directed IRA companies. Here is what I have so far:

1. Entrust
2. Equity Trust
3. Pensco
4. Sterling
5. UDirect
6. Asset Exchange Strategies
7. American Pension Services
8. Guidant

I did a Google search and found some others that I hadn't heard of before too. Who have you used and what was your opinion of them?

For those that are partnering with these firms to do educational events who have you found to be open to this? I know that individual franchise owners at Entrust all have different opinions about whether or not they will co-sponsor events to win new accounts. What has your experience been with this?

Most Popular Reply

User Stats

2,770
Posts
3,665
Votes
Aaron Mazzrillo
  • Investor
  • Riverside, CA
3,665
Votes |
2,770
Posts
Aaron Mazzrillo
  • Investor
  • Riverside, CA
Replied

I like ETC. I know Kaaren Hall of Udirect personally and she is extremely knowledgeable about her field, however, I have not used her services before.

I have worked with Entrust in California and it was a difficult process getting our deal funded using one of their client's IRAs. I have heard the same about ETC as well though, but I have never had problems doing deals with their client's money if I am handling the paperwork. I think their documents are extremely straight forward and easy to complete.

Quincy Long of Entrust in Texas is also extremely knowledgeable. I have heard him speak on many occasions and he really gets real estate investors and the types of deals we do.

Loading replies...