Client Testimonials

All Testimonials are real and on file. We don’t believe in using “Joe B. from Michigan”

avatarI would like to give you a testimonial. In 2011 I was not able to see how my IRA would support me in retirement. You folks gave me the business plan and answered all my questions, and I was able to invest in real estate, which I understand. My IRA has grown appreciably and now is generating sufficient cash flow for me to comfortably retire. Your plan and answering all my questions through the years made it so i can retire. Thanks so much.

Ed Baltzer – Grand Junction, CO

avatarHello,  we recently used your company to setup our self directed IRA’s.  We worked with Tom Walker. He is fabulous!  We have had such a positive experience here.  Tom is so helpful (as we don’t know anything about these!).  The directions, setup and the process went smooth and we were both very appreciative. Whenever we called Tom for help or questions he was there to help us along.  We had to call him from the bank one day to finalize our account and he answered the phone and we had our answer right then and there.  We will definitely be doing business with you in the future. Thank you!

Jeff and Jeanne Dias – Redding, CA

avatarTom Walker has character and Integrity you don’t find these days,as I have looked for the last six months where and how to park a large chunk of cash after working twenty years in the county hospital in Miami, Florida.His patience and wisdom in listening to me far out weighed his own goals.Even when I got cold feet, his knowledge and understanding guided me through the intense process of fear of the unknown in securing my future. I would highly recommend Mr.Walker to anyone who needed truth in an unknown arena looking for safety

Robert Morbach – Miami, FL

avatarWhen researching how best to move forward in setting up a self directed IRA, I found this site and read the testimonials. Those notes made me decide to use Self Directed IRA to help me set up mine. Now I am adding my testimonial to the list. I worked with Tom Walker, who was extremely helpful and always available when needed. His assistance and guidance made it easy to set up and manage. I highly recommend self directed IRA for anyone considering this investment choice.

 

Rob Phillips – Quincy, MA

avatarThis is to Thank you for all your Brilliant work!! I have been a Self Directed IRA customer for more than 4 years now. I do not believe in raving about a service or product unless it is excellence and exceptional. Those are two categories in which most companies lack on a continuous basis. I want to commend this company, Self Direct IRA,for always going over and above and for excellence and exceptional service. My standards are high because I have worked for a company with very high customer satisfaction standards for over 20 years.

I highly recommend any person who wants the independence and freedom of controlling their own finances to have Self Directed IRA create a Business Plan for you and break the chains of the ordinary investing vehicles out there. They are always available for questions answering and support, even after the services ended.

Thank you again for your continued trusting relationship.

With Warm Regards,

Cynthia Cook – Newport Coast, CA

avatarI wanted to write a review of my experience with Tom as I too rely on reviews from others whenever making these types of decisions. I have been extremely pleased with the service Tom has provided and I’m writing this review 1 year after hiring Tom. I did plenty of research prior to selecting a provider and I chose Tom as he was very straight forward, knowledgeable, and not the least bit “salesy”. Tom was very efficient in helping me set up my self directed IRA LLC and made the process very simple for me with the step by step instructions provided. Additionally, and most importantly, he is very accessible and to this day, he always makes time to answer any questions that continue to come up. I would certainly recommend Tom and his services to anybody in need.

 

Pablo Del Castillo – Fruit Heights, UT

avatarI am writing to express my enormous appreciation for your services, advice, and patience in the development of my IRA LLC.  You successfully and quickly accomplished the setup.

After the successful establishment of this financial construct, you have provided continuous and outstanding guidance on all operating steps and completion of all necessary forms, provided recommendations for streamlining the process and possible cost savings, and helped me understand the complex and enigmatic nature of this entity.

Be assured that if anyone asks me for assistance with IRA/LLC development, I will highly recommend your services.

Thank you for your assistance and support.

Bill Brophy – San Diego, CA

Tom Walker has been very helpful and knowledgeable in establishing my Self-Directed LLC IRA account. He has always taken the time required to explain anything that seemed confusing or that I was not quite sure of. He has provided ongoing support and at no point applied pressure to sell me anything. He was not the only provider that I contacted, but the only one that didn’t act like a used car salesman constantly pressuring me with disparaging remarks about their competition. Tom really is a class act. Thanks for everything.

John Montierth – Syracuse, UT

avatarWhen I retired in 2013 my investment goals: 1. Produce income; 2. Match inflation; 3. Preserve principal.  Now our investment has exceed expectation, along with a rising real estate market.  My rents up 25%.  Property values up 35%.  SelfDirectedIRA made entry into self-directing easy.

Jay Saxton – Bellingham, WA

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 D. Azin – Bend, OR

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