uDirect IRA Services, LLC
8 Corporate Park, Irvine, CA 92606
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
8 Corporate Park #300, Irvine, CA 92606, United States
About the Business
uDirect IRA Services, LLC is a finance institution located at 8 Corporate Park in Irvine, California, United States. They specialize in providing self-directed IRA services, allowing individuals to take control of their retirement investments and make alternative investment choices beyond traditional stocks and bonds. With a team of experienced professionals, uDirect IRA Services, LLC offers personalized guidance and support to help clients achieve their financial goals and build a diversified retirement portfolio.
Reviews
"This is first time i am dealing with IRA Trust, after lot research I found Udirectira , I am really happy working with Mark.G. He really helped me going extra mile processed all work. Good part of is Mark.G is available to help when ever I need help."
"I established a SDIRA with uDirect around a year ago. This was my first venture outside of a company 401K and individual IRA account. I now have properties and private stock in my portfolio and have completed several transactions with uDirect. They have always been easy to reach on the phone for help with the transaction process and answer emails promptly. There are guardrails in place to ensure we stay within the IRS guidelines, which is good. They are very good about sending detailed instructions to you when requested to make the process easy. They have also completed all of my transactions quicker than the published time. I am glad I chose uDirect as my SDIRA custodian."
"I recently switched my SEP IRA account to uDirect. They have been EXTREMELY helpful and responsive. The laws surrounding SEP IRAs are complex and it is great to have such a responsive team on my side!"
"I have had a self-directed IRA with uDirect for over 2 years. Every time I contact them, I receive friendly and helpful service. I couldn't be more pleased with my representative Mark G. and the excellent service and helpful advice he provides."
"I've been running a Self-Directed IRA through uDirect for several years now. The flexibility and freedom to choose investments that work for me are amazing. The team including Khang, Mark and David have been nothing short of amazing to work with. They are super helpful, eager and really knowledgeable. I give these guys my highest recommendation!"
People Also Viewed
-
JC&Company10 Corporate Park #210, Irvine, CA 92606, United States
-
Alleviate Financial Solutions4 Park Plaza Suite 1500, Irvine, CA 92614, United States
-
Advantage 1st Financial530 Technology Dr Suite 114, Irvine, CA 92618, United States
-
Revive Capital300 Spectrum Center Dr #400, Irvine, CA 92618, United States
-
CountryWide Debt Relief2 Corporate Park # 201, Irvine, CA 92606, United States
-
Solvable530 Technology Dr, Irvine, CA 92618, United States
-
Rescue One Financial16842 Von Karman Ave Ste 300A, Irvine, CA 92606, United States
-
Tax Law Offices of David W. Klasing2601 Main St Penthouse Suite, Irvine, CA 92614, United States
-
Prudential | Steven Timbal | Life Insurance & Financial Services3333 Michelson Dr, Irvine, CA 92612, United States
-
Prudential| Matthew De Heras | Life Insurance & Annuities3333 Michelson Dr, Irvine, CA 92612, United States
-
Next IT Solutions140 Progress Ste 250, Irvine, CA 92618, United States
-
Select Advisors Institute, LLC5151 California Ave, Irvine, CA 92617, United States
-
Luminate Wealth Management and Insurance Services18575 Jamboree Rd #400, Irvine, CA 92612, United States
-
Evolution Tax and Legal3500 Barranca Pkwy #100, Irvine, CA 92606, United States
-
Generational Equity300 Spectrum Center Dr Suite 870, Irvine, CA 92618, United States
People also searched for
- Financial Consulting
- Audit & Consulting
- 401K Rollover Specialists
- Alternative Asset Investing
- Alternative Investment Ira
- Alternative Investment Ira Administration
- Individual Retirement Accounts
- Individual Retirement Plan Administration
- Individual Retirement Savings Plans
- Investment Diversification Strategies
- Investment Management For Retirement
- Ira Custodian Services
- Ira Investment Options
- Irabrokerage Firm
- Irabrokerage Firm Services
- Irafiduciary Advice
- Irafiduciary Services
- Private Placement Ira
- Retirement Account Management
- Retirement Investment Options
- Retirement Investment Solutions
- Retirement Planning Advice
- Retirement Portfolio Optimization
- Retirement Wealth Creation Strategies
- Roth Ira Administration
- Self-Directed 401K Investments
- Self-Directed Ira Custodian
- Self-Directed Ira Services
- Tax-Deferred Savings Plans
- Wealth Management For Retirement
- Wealth Planning For Retirement Goals
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos