Sign in

My Solo 401k Financial LLC

Sharing is caring! Have something to share about My Solo 401k Financial LLC? Use RevDex to write a review
Reviews My Solo 401k Financial LLC

My Solo 401k Financial LLC Reviews (45)

Excellent service, great prices, and an overall great experienceThank you to the team at My Solo 401k

Thank you once again Mark Your customer support has been superlative through the entire process I will be recommending your company with confidence Sincerely, [redacted]

I'm very happy with MySolo401K customer serviceI wanted to thank the team, especially Jeff T, the Director of Operations, who was patience and helpfulHe's working tirelessly to ensure the smooth transition, AFTER the account is openedJeff was always there when I have questions and answer them in a timely mannerThey deliver a super customer service and I highly recommend MySolo401k!

I found MySolo401kFInancial on the internet When I called I had no idea about the company Before I committed to using them I called them several times with very precise questions They were always accessible and had a wealth of information-information my investment and my accountant could have never given me Once I committed to using them they did everything they said they would- and took a lot of stress out of setting up a solo 401k Roth They fill out all the forms and make it as easy as possible I still have many questions and call them They still take my calls and guide me through step by step They are professional, accessible, and they know their area of expertise I am a tough critic- and I have been extremely please Geryl [redacted]

Five Stars! If you are looking to start a company with your 401k this company was outstanding Before I took the leap I had multiple calls with them and they never got tired of walking me through the process Once I started the program they had a very clear step by step program that was easy to follow Always available by phone or email Great to work with, very satisfied!

They did a great job walking me through the confusing process of setting up my self directed 401K accounts and transferring my old 401K Their step by step assistance was excellent even completing the forms for me Because of their great support each step of the way, they made a complicated process easyAnd, they quickly helped resolve any issues along the wayI am now a big fan of My Solo 401K I will definitely recommend their services to the many other real estate investors I know

The folks at My Solo, Mark, George, & Victoria provided superb service! They assisted me in the creation of an IRA LLC with amazing professionalism and concern for my interestsTheir fees were very reasonable and worth every penny spentI recommend them highly!

Mr Mark Nolan is fast, accurate and full of informationI highly recommend him and his staff

Finding and working with My Solo 401k Financial has had a huge positive impact on my retirement plans! Not long ago, I had all of my 401k savings in a traditional firm and felt disengaged from the management of MY money and how I could invest it! My Wife and I have a passion and the necessary skill set for buying properties, renovating and renting them With My Solo 401k, I learned how I could use MY money and invest it in something I believe in...ME! The team at My Solo 401k made it incredibly easy to set up and follow the rules for us to invest our money in real estate They have been completely accessible and have answered every question immediately! Thank you My Solo 401k!!!

The accuracy and strategic level of advice that I received from [redacted] at MySolo401K is unmatchedI whole heartedly recommend's service

I setup a Solo 401kStraight forward process with very detailed instructions on the few remaining items I needed to completeEasy to see that they have done this many times

George and Mark, the Principals at MySolo401K Financial, have not only been outstanding in their knowledge level and responsiveness, but have gone above and beyond whenever I have found myself in urgent situations I am on track to celebrate my company's first year anniversary of successfully being in business which was made possible by MySolo401k Financial's guidance and continued support I have already promoted their services to my colleagues and clients alike, and I could not be happier recommending their services to others who are getting their new businesses or self-directed retirement plans established

Working with *** from My Solo 401k Financial LLC was a great customer experience and I would highly recommend that anyone interested in a Solo 401k to seek his advice He is courteous and professional and was able to address all my questions and concerns even to the areas of alternative investments and related IRS requirements
My Solo 401k's fee schedule is extremely competitive in comparison to other similar service providers and the service level is exceptional I was able to complete all required documentations to open a Solo 401k Trust account with a Check writing brokerage capability as well as account closure and transfer of assets forms with their guidance and the entire process was completed within days (probably took less than an hour to complete the forms)

We've been working with Mark at My Solo 401k for several years nowMark and his team have provided a key benefit to our business and growth to our 401k

Amazing teamMade entire process frictionless and seamlessEasy to understand for a non-technical/non-accountant person like meNot only helped me with the process to open 401K SOLO trust, but also helped with getting transfers initiated, connecting me with IRA landers and related to tax/accounting issuesHelp with this team is always one email/phone call awaySuper amazing service, I wish all of my business partners were like them

Super friendly and helpful every step of the way Nothing Solo about this process because they were there to help me and I must email or call more then a couple dozen of times Wish all service company have this level of quality of service

The team at My Solo 401k was excellent through out the processThey provided detailed steps and we available for questions It was very reassuring to know that I had very knowledgeable people guiding me a along the wayThey also are available for ongoing supportI would highly recommend them

My experience with My Solo 401K Financial was fantastic from start to finish! I contacted the number and as put in touch with *** *** for informationHe took a lot of time explaining the nuts and bolts of a 401K solo and other options that the company offers to help me along in my decision process to use my 401k funds to invest in my businessWell, it did take me several months to research, think about it and to get my business in order to make the leap forward that I wanted to make using a 401K solo as the investmentYes, I was extremely nervous, but as I went along with the paperwork (they walked me through it step by step) and as the process unfolded, I could see that I had made the right choice to use this company to help me use my own money to fund my own business*** and Mark were extremely helpful and of great value to me in order to make this investment stepThe small fee you pay their company is really nothing in comparison to their knowledge, service and level of professionalism that you gain from itBoth certainly earned my respect and trustIf you are on the fence and thinking about making a loan to yourself via your 401K, call My Solo 401k Financial, get more info, then think about it some more
In my experience, My Solo 401k was there when I was ready; they put no pressure on me whatsoever, so I felt comfortable in asking many questions during the decision processMy advice: have a dream, make a plan, move forward, good luck!
It worked out very well for me

I must say my experience with My Solo K has been outstanding ! The customer service, response time and attention to detail is one that should be and example to all in the financial services business
Kudos to you all George, Jeff and Mark !

A business/investment colleague referred us to My Solo 401k Financial and we were instantly pleased Not only with the exceptional customer service, but with their level of professionalism, knowledge, and degree of experience Any questions or concerns were easily put to rest by their immediate respond which they quickly backed up with data referencesAlso, prior to initiating our solo plan with my Solo, we found their website easy to navigate, as well as filled with all the information we needed to make our decisions As a result, we will be referring our associates/friends/family to my Solo for their Solo 401k needs

Check fields!

Write a review of My Solo 401k Financial LLC

Satisfaction rating
Upload here Increase visibility and credibility of your review by
adding a photo
Submit your review

My Solo 401k Financial LLC Rating

Overall satisfaction rating

Address: 701 Palomar Airport Rd #300, Carlsbad, California, United States, 92011


Show more...


This website was reported to be associated with My Solo 401k Financial LLC.

Add contact information for My Solo 401k Financial LLC

Add new contacts
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | New | Updated