BBB Accredited Business since
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A provider of self-directed IRAs and HSAs as well as investor education related to tax advantaged accounts. We offer administrative and custodial services for Traditional IRAs, Roth IRAs, HSAs, SEP IRAs, SIMPLE IRAs, and Individual 401(k)s. We specialize in the administration and bookkeeping for "alternative" assets such as real estate, precious metals, private equity and private lending..
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A BBB Accredited Business since
BBB has determined that New Direction IRA, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for New Direction IRA, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||3|
Licensing, Bonding or RegistrationMany local municipalities, townships and counties have registration, bonding and/or licensing requirements. The BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met. Permit and license requirements for regulated industries in the State of Colorado can be viewed at the following website: http://www.colorado.gov/pacific/dora/licenses-and-permits-0 To view the registration of a business with the Colorado Secretary of State click below: http://www.sos.state.co.us/biz/BusinessEntityCriteriaExt.do
Type of Entity
Business ManagementCatherine Wynne, President Mr. William Humphrey, CEO Mr. Clay Malcolm, CBDO
Service AreaUnited States
Products & Services
IRAs, HSAs, and Individual 401(k)s that can acquire "alternative" assets like real estate, precious metals, private equity, private lending, and more.
Industry TipsFinancial Planners
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview