My Solo 401k Financial
701 Palomar Airport Road, Carlsbad, CA 92011
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
My Solo 401k Financial is a finance institution located at 701 Palomar Airport Road in Carlsbad, California, United States. We specialize in providing personalized financial services and guidance for individuals with Solo 401k retirement accounts. Our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or plan for the future, My Solo 401k Financial is here to help. Contact us today to learn more about our services and how we can assist you in achieving financial success.
Reviews
"I switched plan providers for my existing solo 401k and My Solo 401k made the process smooth and seamless. Through every interaction with various members of their team, they were responsive, helpful and patient, even jumping on a phone call if needed. They even helped identify and prepare mitigation steps for an error that my previous provider failed to spot or address. Solo 401k rules can be difficult to navigate so I really appreciated the handholding - I certainly needed it."
"I have utilized MySolo401k Financial services for two years. They have made what can be a very confusing process seamless for me. Service is top-notch & personal! They are always prompt to respond to my inquiries, as well as those from my CPA. Their pricing is fair & reasonable. Highly recommend this company!"
"Great customer service! They really make the process of creating a self-directed 401k simple and easy. Walked us through the process step by step. Loads of blog posts, videos and information. So pleased I went with them…highly recommend!"
"GREAT CUSTOMER SERVICE: SIX STARS IF POSSIBLE... Pulling together your Solo401 has some tedious steps. That said, I was able to get all of it done with a brokerage firm quickly. Here's why: My Solo 401K Financial LLC is a well-run company with GREAT customer service and support. Greg took great care of me as I got the 401 and the supporting accounts established. I continue to receive absolutely GREAT customer support and customer service from Greg and My Solo 401K Financial LLC. HIGHLY RECOMMENDED."
"I work with Gregory Cody there at my solo 401K financial, and I cannot say enough how amazing he is and he takes the time and great patience to work with me and my accountant on getting things right and answering my questions ( I have a lot!) and even when I forget things from year to year, he never complains about having to explain them to me again. I request him by name! They provide call summaries too so you can refer back to what was discussed. I can setup phone calls as needed with amazing response times! Wonderful service!! Amazingly wonderful value!! They don't nickel and dime you like some other companies. I wouldn't be there if they did."
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