David P.'s review of uDirect IRA Services, LLC

uDirect IRA Services, LLC

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Customer Reviews & Ratings
Review Posted 1/28/2014
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Udirect and Heather Shelby provided expert guidance for our Self Directed IRA !
I recently converted a traditional IRA to a self directed IRA through Udirect in order purchase investment condos. Udirect and Heather Shelby (our Transaction Coordinator) were very patient, understanding, and thorough in guiding me through the steps involved
in buying real estate through the self directed IRA process. Heather provided excellent communication, fast response time, and expert guidance through the whole process. I highly recommend Udirect and Heather to anyone looking to convert their traditional
IRA to a self directed IRA!
 
 
 
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Additional Business Information
Hours   Monday through Friday 8:00am to 5:00pm uDirect IRA Services observes Federal Holidays Phone   (866) 447-6598 Address   8 Corporate Park, Ste 210
Irvine, CA 92606
Website   https://udirectira.com/ Email   khall@udirectira.com
Contact   Kaaren Hall, CEO/Founder Other  
 
 
 
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