BBB Business Review
BBB Accredited Business since 09/09/2008
IRA Wealth LLC
Find a LocationPhone: (877) 229-9763Fax: (888) 878-20725800 SW Meadows Rd Ste 240, Lake Oswego, OR 97035-8253 Send email to IRA Wealth LLCwww.ira123.com
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Description
Safeguard Financial and IRA123.com is a self-directed IRA advisor and facilitator. Our primary focus is the setup of a Checkbook IRA, Real Estate IRA LLC or Sole-Proprietor 401(k) for passive investing and to the structuring of a business funding pension plan facilitating use of retirement funds for ownership and operation of a small business or franchise.
BBB Accreditation
A BBB Accredited Business since 09/09/2008
BBB has determined that IRA Wealth LLC 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 16 factors. Get the details about the factors considered.
Factors that lowered IRA Wealth LLC's rating include:
- Length of time business has been operating.
Factors that raised IRA Wealth LLC's rating include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
topAccording to BBB files, as of September 22, 2011, this business has notified the BBB that they are not in any way affiliated with a company making telemarketing calls from an out of state phone number of 813-347-9053, claiming to be under the business name of Safeguard Financial. It is suspected that the telemarketers are using genuine business names to convince consumers to give credit information to them over the phone. IRA Wealth Financial (IRA123.com, Safeguard Financial), out of the state of Oregon, has confirmed that they do not use out of state telemarketers to conduct their business.
BBB file opened: 09/08/2008Business started: 06/01/2005Business started locally: 01/01/2006Licensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Oregon Division of Finance & Corporate Securities350 Winter St NE Rm 410
Salem, OR97301-3881
(503) 378-4140
http://www.cbs.state.or.us/dfcs
Type of Entity
Limited Liability Company
Contact Information
Principal: Mr Robert Hubbard (Managing Member)Business Category
Financial Services, Business Services - General, Real Estate-Commercial & Investment, Real Estate Investors, Investment Advisory Service
Products & Services
Advisory services involving self-directed IRA and 401(K) plan set up and real estate investment strategies.
Hours of Operation
Mon: 08:00 AM to 05:00 PMTue: 08:00 AM to 05:00 PMWed: 08:00 AM to 05:00 PMThu: 08:00 AM to 05:00 PMFri: 08:00 AM to 05:00 PMAlternate Business Names
IRA123.com, I R A Wealth LLC, Safeguard FinancialBBB Program Participation
This company has agreed to use special procedures including arbitration, if necessary, to resolve disputes through their participation in the following programs: BBB Identification, BBBOnLine.Industry Tips
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Buying An Unbuilt Home
Investors Warned Not to Risk Homes to Buy Securities
Land for Sale!
Looking for Sound Financial Advice for Your Business?
Preparing to Sell Your Home
Purchasing Your Dream Vacation Home
Selecting a Financial Planner
Steps to Starting Your Own Business
LocationsX
2 Locations
-
5800 SW Meadows Rd Ste 240
Lake Oswego, OR 97035-8253(877) 229-9763Directions
-
1880 Willamette Falls Drive
West Linn, OR 97068Directions
Industry Comparison ChartX
The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Alaska, Oregon & Western Washington. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.
*IRA Wealth LLC is in this range.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Delivery
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
Industry Tips for Financial Services
BBBTips on Saving and InvestingBuying a Foreclosed Home? Know the Facts
Buying An Unbuilt Home
Investors Warned Not to Risk Homes to Buy Securities
Land for Sale!
Looking for Sound Financial Advice for Your Business?
Preparing to Sell Your Home
Purchasing Your Dream Vacation Home
Selecting a Financial Planner
Steps to Starting Your Own Business
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known significant government actions involving business' marketplace conduct.