Quick facts about My Solo 401k Financial

My Solo 401k Financial is a leading self-directed retirement provider. We help you take control of your retirement money to achieve your goals. Whether you are an aspiring entrepreneur, individual investor or a financial professional, you can benefit from our experience, expertise, reliability, and “white glove” service approach.

 

Corporate headquarters
Carlsbad, California

U.S. mailing address
P.O. Box 231010
Encinitas, CA 92023-1010

Offices
• Carlsbad, California
• Southfield, Michigan

Began operations
2009
Principals
Mark Nolan & George Blower
Number of Employees
13
Number of Clients Served
8,000 plus
$400 Million
We helped our clients take control of over $400M of their retirement savings in 2017.
Core Purpose
Help our clients take control of their retirement money & achieve their goals such as 401k Business Financing, alternative investing (e.g., real estate, precious metals, etc.), maximizing retirement savings, etc.
Better Business Bureau
A-plus” with no complaints

 

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