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Updated over 4 years ago on . Most recent reply

User Stats

1
Posts
4
Votes
Ronald Whisenhunt
4
Votes |
1
Posts

Solera Bank Rocks!!!

Posted

I want to share my experience with Solera Bank so far. It starts with deciding I wanted to check out a self directed Roth IRA. I was so tired of high fees for everything. Highway robbery actually. So my path to my self directed IRA led me to Solera Bank. What an outstanding company. Solera works seamlessly with my trust company. The outstanding part of Solera is the young ladies that staff the office when you call. My call started with Kaitlyn and I had questions and needed direction for getting my account going so I had to call several times and was met with pleasant wonderful women who are very knowledgeable and are awesome representatives of Solera Bank. I worked with Gemma, Claire, Micaylah and kaitlyn and I wanted to take the time to thank them personally for walking me through the process of setting up my account. I feel very lucky I chose Solera Bank instead of using my personal Bank who may not have the knowledge or the volume of self directed IRA complexities. Solera Bank has the process down. I want to give a shout out to Solera Bank for hiring such competent, professional young ladies to represent your company. The do it well and with class. I look forward to many years of business with Solera and knowing my experience with this group of ladies gives me comfort going forward. So another personal thank you to Kaitlyn, Gemma, Claire and Micaylah I appreciate all of you very much!!!

Sincerely, 

Ronald Whisenhunt 

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