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My Solo 401k Financial LLC

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Reviews My Solo 401k Financial LLC

My Solo 401k Financial LLC Reviews (45)

These guys know what they are doingVery professional with a personal touch, coupled with an excellent pricing regimeI highly recommend them

I couldn't be happier with My Solo 401K Mark N and his team have been highly responsive to my calls, and made the complex simple and fairly easy, If you can open a solo r401k, do it! It gives you tremendous freedom to make investments beyoind what the conventional programs allow My wife is using another company, and they are nightmare to deal with She should have gone with My Solo 401K, Good value for the fees they charge

MySolo401k provides outstanding customer service. They answered my phone calls and returned my emails immediately. They responded to a million of my questions without even a hint of smugness or superiority. Instead, they were patient, helpful, and kind, and superbly competent. They held my hand through the entire process, explained every checkmark in a 39-page document, identified every line and every page that needed to be signed.
But you don't have to ask a million questions like I did. You can set up the plan in minutes by following very detailed instructions from MySolo401k, signing clearly identified pages, and filling in color-coded data. It can be done by someone with no knowledge of retirement plans whatsoever. It is designed to be accessible to every business owner, whether you are an Uber driver or an investment consultant.
The pre-approved plan offered by MySolo401k also offers tremendous flexibility in options and can accommodate the needs of the business as it grows.
I checked out the competition before hiring MySolo401k. Every competitor out there either did not have all the features (not being able to take out a loan was the most common feature other plan administrators omitted) or was terrible at customer service. Remember, if it is free, you get what you paid for. I have not regretted my decision to go with MySolo401k for even a fraction of a second. I would wholeheartedly recommend them to anyone.

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!

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]

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 interests. Their fees were very reasonable and worth every penny spent. I recommend them highly!

Mark, George and Jeff did a really solid job assisting with the setup of my Solo 401K. Mark told me, prior to signing up, that they would be there to assist with documents, questions, etc. - and they WERE!

Big shout out to Jeff who picked up the phone to assist with getting everything set up with Fidelity.

This is a team who practiced what they sold. Kudos!

Mr Mark Nolan is fast, accurate and full of information. I highly recommend him and his staff.

I was looking for a way to fund a startup and after doing some research online I chose to go with the guys at My Solo 401K. The process was very personal, working directly with George and his team they walked me through each step, preparing all the documents and most importantly were always available to answer my many questions. There were no surprises and everything has gone as planned to date. I would recommend them to others looking for a similar facility to fund a business.

I opened a solo 401K plan several months ago. The process has been easy and the customer support has been fast friendly and informative. I have a brokerage account setup and can make my own investment decisions. Mark and his team have helped me thru the process of QDRO and a loan enabling me to purchase a home.
I recommend the product, but even more so this company.

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

Incredible customer service and product knowledge. I highly recommend this team of professionals.

George and Mark were very responsive and answered all questions regarding the process, providing step by step directions, expected timelines, and costs.

It was a big decision, but I felt much better about rolling over my 401K after talking George. I am now in a position to find my passion. Thanks to you MySolo401K. I highly recommend them.

These Guys are Good! Answers for all the questions and a pleasure to do business with.

I was very happy with the service My Solo 401k had provided. George, Mike and especially Jeff explained the process of creating the new account and guided me step by step through the process. They always answered the phone and followed up promptly with any questions or request I had.

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!!!

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 easy. And, they quickly helped resolve any issues along the way. I am now a big fan of My Solo 401K. I will definitely recommend their services to the many other real estate investors I know.

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

Exceptional value and service. Team quickly provided Solo 401K plan documents and provided follow-up help to complete IRS documentation and to establish associated Bank accounts. Personal follow-up and web documentation was very clear, and easy to complete. I look forward to an on-going relationship with the My Solo 401K Team. I highly recommend choosing this business to establish and maintain a Solo 401K!

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


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