BBB Accredited Business since
Phone: (888) 595-7313 Fax: (888) 595-7317 PO Box 1067, White Salmon, WA 98672
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We create self directed IRA and 401k retirement accounts for our clients. Both with, and without, checkbook control or LLCs this allows investment in a wide range of assets outside the stock market.
Because we offer both IRA and Solo 401k structures, we can listen to your specific needs and provide the right plan for you. One-size-fits-all doesn't work for retirement accounts any better than it does with pants. Work with a firm committed to getting you the best structure for you.
Ongoing support is important to us. Our clients appreciate our knowledge base, ready access to expert help by phone or email, and our genuine desire to help them focus on investing instead of memorizing tax code.
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A BBB Accredited Business since
BBB has determined that CompleteIRA 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 CompleteIRA include:
- Length of time business has been operating
- No complaints filed with BBB
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Customer Complaints Summary
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Licensing, Bonding or Registration
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.
These agencies may include:
Washington Secretary of State, Corporations Divison
801 Capitol Way South, P.O. Box 40234, Olympia WA 98504-0234
Phone Number: 360-753-7115
Fax Number: 360-664-8781
Department of Revenue Washington State
Department of Revenue ( Public Records Division), PO Box 47478, Olympia WA 98504-7477
Phone Number: 800-647-7706
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Joshua Sharp, Owner
Financial Services Financial Planning Consultants Retirement Planning Service
Products & Services
CompleteIRA offers the following product(s): Roth/Traditional Group 401k plans with checkbook control, Roth/Traditional IRAs with checkbook control via LLC or via Trust, Roth/Traditional IRAs without checkbook control, Roth/Traditional Solo 401k plans with checkbook control
Method(s) of PaymentWe accept Visa, Mastercard, Discover, American Express, Bitcoin, checks, and cash.
We have options that allow:
- you to receive a tax credit in many cases for creating a plan,
- the setup costs to be paid out of the retirement account itself,
- still a third option of paying a low monthly fee instead of a one-time charge.
If you want a plan, we'll work with you to make it happen.
Refund and Exchange PolicyWe provide a full, 100% money-back, guarantee. It's the only of its kind in the industry.
Our plans work as well as we say. You’ll love both the control and simplicity. If you disagree we give you a complete refund. All we ask is that you buy something tangible with it in the first 100 days.
Review the short-and-sweet details here: http://completeira.com/guaranteed/