Reviews
Customer Review Ratings
Average of 112 Customer Reviews
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Review fromGary B
Date: 07/31/2025
5 starsI have been a client of **** ****** and the My Solo 401 K team for the past 6 years. they have been on top of their game at every request I have made. But more importantly they alerted me to important aspects of my investing that I was missing. I HIGHLY RECOMEND THEM . IN ADDITION TO THEIR COMPETENCE IN FINANCIAL MANNERS-- THEY ARE RELATIONAL VERY EASY TO DEAL WiTH. Trustworthy, competent, timely waht more could i ask for.
My Solo 401k Financial LLC
Date: 08/01/2025
Thank you.Review fromBruce S
Date: 07/30/2025
5 starsMy Solo401K is great. I receive personalized responses to my questions with a day. In the era of Chatbots and AI, their human intelligent answer to complex tax questions really stand out. I have used them for 5+ years for both personal and company work - they are the best.Review fromJen L
Date: 06/22/2025
5 starsOutstanding Support and Expertise!Ive had a fantastic experience working with My Solo 401k Financial. Their team has been incredibly responsive, knowledgeable, and thorough every step of the way. I recently had some questions about coordinating my Solo 401(k) contributions with my Defined Benefit Plan, and their guidance was detailed and clear.I especially appreciate their easy-to-use support portal and how efficiently their contribution team helps calculate allowable contributions based on each individuals situation.If you're looking for a reliable, professional, and client-focused Solo 401(k) provider, I highly recommend My Solo 401k Financial. Their service truly deserves five stars!My Solo 401k Financial LLC
Date: 06/24/2025
Thank you.Review fromGonzalo G
Date: 06/22/2025
5 starsGreat products, great service; I could not recommend them moreMy Solo 401k Financial LLC
Date: 06/24/2025
Thank you.Review fromBob L
Date: 06/20/2025
5 starsLong term client and always impressed with the insights, assistance and response times My Solo 401K Financial provides me as a small business owner. Highly recommended for your 401K services!My Solo 401k Financial LLC
Date: 06/24/2025
Thank you.Review fromCharles G
Date: 06/08/2025
5 starsThis company is fantastic! They are always there for us:)Review fromMeg D
Date: 05/20/2025
5 starsI was pleased with their efficient set up process. For small business owners, this is a great option. The fees are very reasonable, the team helps maintain compliance docs, and the flexibility of investment choices is value-accretive.My Solo 401k Financial LLC
Date: 05/22/2025
Thank you.Review fromGary J
Date: 04/16/2025
5 starsI am thoroughly impressed with the process and the service provided. I was able to open a new Solo401k in one day and fund it on the next business day. For anyone with a small business, this is the way to go. The fees are very reasonable to get this done the right way, and also provide maximum flexibility for investment options.My Solo 401k Financial LLC
Date: 04/21/2025
Thank you.Review fromPaul S
Date: 03/11/2025
5 starsGreat company, great people. I have been using them for my Solo 401k needs for over 10 years. Excellent!Review fromJohn G
Date: 02/10/2025
5 starsIn the complex world of **************** creation My Solo 401k has done a great job while handholding when required. Far better prices than the competition and even a free weekly session that anyone can join is great.My Solo 401k Financial LLC
Date: 02/17/2025
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