Client Testimonials
All testimonials on file.
“To Self Directed Ira,
I am writing to give Tom Walker my highest recommendation. Tom possesses all the attributes necessary to put people like me at ease and let them know they are in good hands when you are trying to find a professional to give you accurate advise. It would be hard to envision someone doing a better job than Tom.
I apologize for not getting this letter to you sooner. I want to thank you and your organization, selfdirectedira.org, for being very knowledgeable about non-prototype retirement plans which allowed me to use my employer 401K retirement funds as a downpayment to purchase a business. Tom Walker was very professional and patient in advising me on the legal and internal revenue service guidelines to avoid issues down the road.
I am a CPA and thought that this was something I could tackle myself but I was spending to much time researching the correct way to set up the legal structure to make it happen. Tom saved me a lot of time as well as money; I got several quotes from other company’s that were at least $2, 000 higher not to mention that they appeared to be not as knowledgeable as Tom Walker.
Thank goodness I stumbled on the selfdirectedira.org website; I found out about them by reading feedback comments from googling articles on investing your company’s 401K money in a business. Some of the articles talked about how you can either get ripped off or be given wrong advice so please be careful.
If you are thinking about using your 401K funds to invest in a business, you can’t go wrong with selfdirectedira.org.
I hope the word get’s out about this company because I am very happy that I found them and have already recommended them to others.
Sincerely,
Tobias Felder, CPA – Norcross, GA
“Mr Walker has an exceptional service. Fast and thorough setup. Quick to respond to questions. I bought commercial bare land, cash deal, which allowed for great negotiation power. Couldn’t be more pleased. Would recommend it without reservation.”
Gregg Azin – Bend, OR
“You helped me set up a self-directed IRA about a year ago. It was easy to do. Over the last year I have used it to purchase real estate, and was able to get some really good values as I was bringing my retirement cash to the table. The LLC now has rent checks coming in and is doing very well. It was the best financial decision I have made in a long time, and may prove to be the best financial decision of my life.
Edward Baltzer – Grand Junction CO
“Mr Walker provided me with everything I need to set up our Self Directed IRA. I will say he does know what he doing, answered all my questions either by phone or email. The paper work I needed was sent promptly through the mail. Thank you!”
Alvin D. Easterday – Tucson, AZ
“I found this company knowledgeable, capable and reasonably priced.”
Patrick McCurdy – Fort Collins, CO
“I have no complaints. Very good service and response.”
Tom Van Flein – Anchorage, AK
“The work was thorough and well done. Your team paid attention to detail and was able to help when some of my bank’s requirements were out of sequence from your normal process.”
Randall Dyck – Erie, CO
“The service was fast and easy. I appreciated the help that was provided.”
Joan Swain – Murray, UT
“Tom Walker was very professional and knowledgeable. Great service and great to work with.”
Pete Carpino – Ladera Ranch, CA
“I have recommended you to a couple of people. Great job.
Doug Bell – Hales Corner, WI
“Working with Tom Walker was a pleasure. He was always very responsive to any questions or concerns. Documents were received in a timely fashion, instructions were conveyed in an easy to follow manner. Time estimate of completion was accurate.”
Rose Marie Tantillo - Petaliuma, CA
“This has been a high-value experience. ….has been very responsive to questions and his delivery has exceeded my expectations – an unusual experience for today’s consumers.”
Brian Springmann – Mont Vernon, NH
“I especially appreciate your professionalism, promptness, and courtesy. I will certainly recommend you to my friends“
Dan Scanlon – Anaheim, CA
“Actually, I want to thank YOU for setting me up with this LLC and for recommending the trustee. This is by far the smartest thing I’ve ever done in my investment life.
When I left my previous employer I rolled over my 401K into the self-directed IRA, and since I had always contributed the max, it was a good chunk. I’ve averaged over 9% annually, mostly through private lending.
I’ve heard so many horror stories from people with self-directed IRAs… custodians charging them a fee every time they want to make an investment, delays so long that the deal falls apart while the custodian micro manages every detail of the investment, etc. So when people start whining about their self-directed IRA’s, I just say, “Well, you just didn’t do it the right way, that’s all!”. And then I email them your contact info and the contact info for my custodian.
Thank God that Congress has not yet acted to “protect” us from self-directed IRAs. Maybe they’ve been too busy planning how to mandate that all our retirement funds be invested in Treasury bonds.”
Matt Taylor – Weare, NH
“Just wanted to write a note and thank you for your help in answering my many questions and then setting up my IRA LLC. In spite of what I would considered a complicated process, you guided me through it with speed and efficiency. Your service has to be the easiest to work with. You allowed me to purchase an investment property in time to get the great deal I was looking for and that alone justified the cost. Please feel free to use my name or contact information if you need it.
Thank you again”
Doug Ness – O’Fallon, MO
“I would like to thank your organization for helping setup my company.
I tried setting up my company on my own and it was a nightmare. It cost me nearly 3 months in lost business trying to setup the LLC, find an agent, work with the trust company, and get the money transferred to a bank account I could actually use! Then the company was setup incorrectly per IRS guidelines. I would have been in real trouble!
I met many people in my experience and most of them I would not call back unless I had to. Your company is not one of those. You were there for me every step of the way including answering stupid questions when I was trying to do it myself. You provided me with a contact number and boy when I called you either answered the phone or called me back before I could leave a message. Several times I called from the bank when they had questions on setting up the trust account. You talked to them and even gave them a number to a banker who could answer their questions!
Bottom line: I can breathe easy today knowing that my company is setup correctly, I won’t be in trouble with the IRS, and I have a top notch resource to call if I ever have a question about resolutions or other paperwork that needs to be done in order to keep my corporation running smoothly.
Thank you Selfdirectedira.org!”
Dennis Hughes – Fort Worth, TX
“I located Self Directed IRA LLC through the Better Business Bureau. They had 0 complaints over the past few years so I called them. I found their services to be excellent. My phone calls were always promptly answered or returned, and my questions answered clearly and thoroughly. All documents were sent quickly, and in about one month I had transferred my pension funds out of Wall Street, where they had been losing money consistently, and invested in a rental property which will net us at least 8% interest per year. I recommend Self Directed IRA without reservation.“
Douglas Booth, Attorney at Law – Santa Fe, NM
“Thank you for making this process easy. I have been giving your contact information to people who are interested in an IRA LLC.”
Julie Lawson - Sacramento, CA
“Thank you for all your superb assistance today. I know I made a great decision in choosing the right firm and the right person by you demonstrating your expediency, accessibility, knowledge and competency throughout the first day. Once again “thank you”!”
Richard Ehlers – Hoffman Estates, IL
“I’m very satisfied with the service and guidance throughout the process of setting the self-directed IRA account.”
M. D. – California
“You dealt with us kindly and efficiently and made a tough process fairly easy for a reasonable price.”
Donald McDonald – Cheltenham, PA
“I am very happy with all the services I received and ability to diversify my investments that was the main goal and benefit accomplished by using these services. Thank you!”
Curtis Bronder - Providence Forge, VA
“I was very pleased with the handling of my self-directed IRA transactions by your firm, and I would not hesitate to use your services again in the future.“
John Bagoy – Coquille, OR
“Your company provided me with a “turn key” structure for getting my business up and running in a minimal amount of time! Thanks,
Michael Wilbanks – Hendersonville, TN
“All interactions with staff have been very professional, with helpful, knowledgeable, and timely handling of my and my other family members’ Self Directed IRAS.”
James Mynatt – Atlanta, GA
“…… knows his business very well. He has steered me succinctly and well through the complicated steps of forming and optimizing my IRA.”
Jonathan Lysenko – New Canaan, CT
“SelfDirectedIra.org more than met our needs in setting up our LLC with great efficiency in time and expense. Excellent company that understands their business and the needs of their customers!!”
Carl NcNew – White Salmon, WA
“Thanks for your top notch assistance!“
Charles Bobinis, Attorney – Mt. Lebanon, PA
“Thank you!! That was fast – you’re the best.“
Primo Troglia – Northlake, IL
“A very practical solution with little hassle and good cost.”
William Parsons – Plainwell, MI
“Easy to work with, professional and helpful.”
Karen Matron – Fraser, MI
“Thanks, you are very helpful.“
Duane Peterson – Minot, ND
“You guys are good! Thanks!”
Michael Daniels – Cartersville, GA
“It was easy getting started and you staff was efficient and helpful to assist me to do it right!“
Pam Gilger – Shingle Springs, CA
“My most recent experience was very favorable and involved a very courteous, knowledgeable and helpful agent.“
Sonny Walton – Houston, TX
“I highly recommend Self Directed IRA LLC to any body who is looking for help..very well knowledgeble in the subject..very trust worthy.”
Franklin Ajjarapu- Libertyville, IL
“You are providing exactly the service I need for my business and financial needs. Everyone is helpful when I phone or e-mail and try to resolve and issues I may have promptly and accurately.“
Sandra Krause – St. Petersburg, FL
“…you were very helpful answering my many questions, THANK YOU! JACK K”
Jack Kirby. – Chatham, IL
“Yehey! I got my LLC & was able to open a Business Checking account and deposited already most of my investments there. Mr. Tom Walker is such a GREAT help in this. He always answers the phone or return my call immediately. I rate this company as 5-star and definitely will recommend to others. Trustworthy!!!! Thanks a lot Tom and thanks to Self Directed IRA LLC, you guys are awesome!The above comment is from the bottom of my heart…this is my first time to do this kind of investments and you made it easy for me.”
May God bless you all!
Lolina Porter – Glendale, CA
“….very knowledgeable, responsive, and customer service oriented.“
Janet Cason – Oakland, CA
“Excellent Service Thank You”
Patrick Bell – Bowie. MD
“Self directed IRA is the best web site I have found for information regarding self directed IRA’s. They provide a very good service for setting up the LLC and what to do after you have all the necessary documents. Thank You.”
Kenneth Childress – Las Cruces, NM
“I greatly appreciate your assistance, and quick responses especially at this late hour.”
Rodney Wheeler -Madison, AL
“Thanks for the hand holding throughout the process.“
Alan Wordsworth -Davidson, NC
“I can’t thank you enough for your help over the past week. I couldn’t have had a better guide through this process. I appreciate your time and efforts.”
Stephen Wilson – Ormond Beach, FL
“I am amazed how quickly you set this up…Congratulations and Thank You!
Paul O’Brien – Guilford, CT
“Looks good…Thanks for your help“
Steven Porath, Phoenix, AZ
“Great help…now I understand“
Gerald Dibble, Tax Attorney – Rochester, NY
“Very good …Thank you for your help“
Jim Viets – Kihei, HI
“Thank you for your support”
Larry Frascella. – Yardley, PA
“Thank you for your quick action”
Ty Hagen – Prescott, WI
“Your assistance is greatly appreciated”
Andrew McClean – Houston, TX
“Wonderful… Thanks much!“
Hejeebu Narayana – Prior Lake, MN
All testimonials on file
P.O. Box 777038 Henderson, NV, 89077 USA
info@selfdirectedira.org • 800-936-0872
