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          Find a Location

          Discount Solo 401K has 2 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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            Please enter a valid location.
            • Discount Solo 401K

              8781 Sheridan Blvd #6004 Westminster, CO 80031

              BBB Accredited Business
            • Discount Solo 401K

              110 Traders Cross Okatie, SC 29909

            Business ProfileforDiscount Solo 401K

            Financial Services
            Multi Location Business
            BBB accredited business

            At-a-glance

            Customer Reviews

            5/5stars

            Average of 2 Customer Reviews

            Customer Complaints

            This business has 0 complaints

            BBB Rating & Accreditation

            Accredited Since: 12/10/2015

            Years in Business: 18

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

            Related Categories

            Overview

            Discount Solo 401k offers self directed Solo 401k plans that have all the benefits of much more expensive plans, including an IRS-approved qualified plan status, a built-in Roth component, participant loan feature, maximum contribution limits, the ability to invest into both traditional and alternative assets such as real estate, and direct checkbook control without the need for a custodian or an LLC.

            Products & Services

            Investment Advisory Services, Self-directed Solo 401k, Self-directed IRA LLC

            Business Details

            This is a multi-location business.

            Find a Location

            Discount Solo 401K has 2 locations, listed below.

            *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

              Country
              Please enter a valid location.
              • Discount Solo 401K

                8781 Sheridan Blvd #6004 Westminster, CO 80031

                BBB Accredited Business
              • Discount Solo 401K

                110 Traders Cross Okatie, SC 29909

              BBB File Opened:
              1/7/2015
              Years in Business:
              18
              Business Started:
              3/11/2006
              Business Incorporated:
              12/1/2015
              Accredited Since:
              12/10/2015
              Licensing Information:
              This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
              Type of Entity:
              Corporation
              Business Management
              • Mr. Justin A Windham, Owner
              Contact Information

              Principal

              • Mr. Justin A Windham, Owner

              Customer Contact

              • Mr. Justin A Windham, Owner

              Industry Tip

              BBB Tip: How to shop for financial services

              Customer Complaints

              0 Customer Complaints

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              File a Complaint

              Customer Reviews

              2 Customer Reviews

              What do you think? Share your review.

              How BBB Processes Complaints and Reviews

              Start a Review

              Most Recent Customer Review

              Karl M

              07/12/2021

              Justin is very helpful. As anyone knows, this process needs some amount of guidance. it cannot be just the forms and no support afterwards. I think out what essentials I need to clarify, and am extremely careful not to overwhelm when I ask questions. But I do indeed ask those critical questions, and Justin has been GREAT in responding correctly, and CONSISTENTLY. His answers don't change from one to the next. This is critical, to trusting that the path forward is reliable. Be judicious about his time, and Justin has responded as a dependable guide for this process. I highly recommend him and this firm

              Discount Solo 401K Response

              07/13/2021

              Thank you, we appreciate being able to work with you!

              Local BBB

              BBB Great West + Pacific

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