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Updated over 7 years ago on . Most recent reply
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List of Self-Directed IRA Companies
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
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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.