Testimonials

 

…the authority when it comes to self-directed 401K. Very knowable and great communication skills. I have counted on My Solo 401k Financial to grow my business and confidently recommend them…

Tim C., Houston Texas

I am currently going through the final stages of funding my company with proceeds from the sale of corporate shares to my newly established 401k. It is a complex process that was made easier with assistance from George Blower and his company, My Solo 401k Financial. I selected this company after phone interviews with 3 firms, including the one recommended by Togo’s. George provided personalized service and his attention to detail was very comforting. He was very responsive and answered every question with a level of confidence that supported his experience and knowledge. I would definitely recommend George to other franchisees.

Dave T., El Centro CA

 

My Solo 401K Financial has been very instrumental in setting up my self-directed 401K Plan. I had researched many companies and had been on many conference calls. My Solo 401k Financial provided a clear cut understanding of the fees associated with their services. Many other companies charged more and only could state that they were in business for X number of years. I’ve appreciated being able to send an email to them and having an answer quickly and in a language I understand. The ability to deal with the owners of this company versus just an agent at another company was one of the many reasons I decided to use My Solo 401K Financial. I have yet to regret my decision and would recommend them to anyone looking to establish their own self-directed retirement plan.

Paul C., Shirley, NY

 

After a lot of internet research on the best place to setup my self-directed solo 401k plan, I chose My Solo 401k Financial They prepared all of the required documentation, helped setup my Solo401k checking account through Wells Fargo Bank, and they have been just a phone call away for anything I need or questions I had. I now have closed on one rental property and have another closing soon. I have contacted My Solo 401k Financial several times during the real estate buying process to make sure I was doing everything required for the IRS, and have found them always willing to give helpful guidance. I self- directed retirement plan.

DAVID P., KINDS MOUNTAIN, NC

 

Thanks for your help with this. I have recommended your site to a couple of my investor friends. The information listed there is pretty comprehensive and invaluable in my opinion. I’m very appreciative of the customer service at “My Solo 401k Financial”… it’s refreshing to get a response from your service in 24hours or less in my experience so far, diminishing the concerns around not having a brick and mortar office in my area to visit.

LYNDA M. E., TAMARAC, FLORIDA

 

I have referred a couple different clients to you and they have enjoyed your ease of service.

Thomas K., Downers Grove, IL

 

I have worked with Mark Nolan at MySolo401k.net and, through them, have also worked with Reyna at IraServices.com. The guys at MySolo401k.net have been great, extremely helpful in helping me set up and converting my ROTH IRA to a self-directed ROTH.
I now have an LLC set up with it’s own bank account and the funds are sitting in there waiting for me to invest in some land or commercial real estate or even a residential home that I could lease out. I’ve had no problems and nothing but good service from both companies.

Lance L., CCIM, ALC, WOODLANDS, TX

 

I just wanted to say thank you for all your help. I was able to successfully open the TD Ameritrade account in the self-directed solo 401k trust name and initiated the 401k transfer from Vanguard. The TD agent repeatedly told me how impressed he was that I showed up with all the necessary paperwork complete. Setting up the brokerage account for the trust took less than 10 minutes to complete.

CISO with CollabriCore, New York, NY

 

I opened the self-directed solo 401k brokerage account at Fidelity. The representative I’m the first person ever to walk in with the documents 100% correct. All the credit goes to My Solo 401k Financial for that. It took less than 5 minutes to open the account.

Derek M., Chicago, IL

 

Just wanted to say thanks for your help. We appreciate you for your knowledge, and the fact that we can easily get in touch with you. We are glad we found your business. We are well pleased with everything, and welcome you to use as reference, if you ever desire.

Mike and Jane K., Crossville, TN

 

Outstanding execution of this entire setup process, smooth and fast. I can’t say enough about your quality and attention to detail.

Chris R., Purchase, NY

 

I have used Mark’s company to setup self-direct 401K plans. He is extremely knowledgeable and offers good value for the low fees.

Jason N., Boynton Beach, FL

 

Thanks for assisting me in beating the deadline of transferring my former employer pension plan, I consider that ‘first class’ service although I would bet that you operate like that all the time!

Marvin B., Cheyenne, WY

 

 

I am really pleased with your world class services and will recommend you to others within my network. Thanks.

TONY L., CPA, Laguna Hills, CA

 

I continue to share your contact info…I couldn’t be more pleased with your service and my friends all say the same. Thank you again for all that you do and for helping us realize our retirement dreams faster!

Francie B., Realtor, CPDE, Ashburn, VA

 

Like I said before you guys are the best, most efficient firm I have seen. You will probably be getting more business as I will highly recommend you to a few people who are pondering doing the same thing as I’ve done. Thanks again for the above and beyond service.

Lucien B., Turner, ME

 

Thanks for making this process easy.

Richard S., MBA, Realtor, Solana Beach, CA

 

I worked with mysolo401k not only did they help me open my business and I could not have done it without their help they have continued to work with and help as questions come up. I price shopped and they had the best transparent value for the services offered and no hidden cost.

Larry F., San Marcos, CA

 

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