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Business Profile

Retirement Planning Services

New Direction Trust Company
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
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About

Overview

New Direction Trust Company

1070 W Century Dr Ste 101

Louisville, CO 80027-1657

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See Hours
Operating Hours
8:30 AM - 4:30 AM
8:30 AM - 4:30 AM
8:30 AM - 4:30 AM
8:30 AM - 4:30 AM
8:30 AM - 4:30 AM
Closed
Closed

BBB Accreditation & Rating

New Direction Trust Company is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

BBB Rating

A+

Reasons for rating

  • Customer Reviews are not used in the calculation of the BBB Letter Grade Rating.
More InformationHow are BBB ratings calculated?

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About This Business

Established in 2003, New Direction Trust Company empowers investors to diversify their portfolios beyond the stock market and invest their tax-advantaged savings and retirement funds into the alternative assets they are most passionate about. We are known for removing barriers to self-directed investing, personalizing customer service, and educating our clients so everyone can reach their financial goals their way. 


If you’re ready to grow your career and help thousands of investors turn their big ideas into done deals, you’ve come to the right place.

BBB Accredited Since: 9/14/2004

Years in Business: 22

Products and Services

IRAs, HSAs, and Individual 401(k)s that can acquire "alternative" assets like real estate, precious metals, private equity, private lending, and more.

Business Details

Local BBB:
BBB Great West + Pacific
BBB File Opened:
11/21/2003
Business Started:
7/17/2003
Business Incorporated:
6/1/2018
Type of Entity:
Corporation
Related Businesses:
New Direction IRA Inc.
Business Management:
Mr. William Humphrey, Co-Founder/CFO
Mr. Kevin Dodson, CEO
Ms. Mary Catherine Wynne, Co-Founder/Board Chair

Additional Contact Information

Principal Contacts
Ms. Mary Catherine Wynne, Co-Founder/Board Chair
Customer Contacts
Mr. William Humphrey, Co-Founder/CFO
Mr. Kevin Dodson, CEO
Fax numbers
Primary Fax: (303) 665-5962
Additional Phone Numbers
Other Phone: (877) 742-1270
Additional Websites
yelp.com/biz/new-directio...
Social Media

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.

Additional Information

Payment methods
Visa, MC, eCheck, Amex, check
Business Categories
Retirement Planning Services, Financial Planning Consultants

Latest Reviews

  • Rhonda R

    "I had a great experience with NDTC and REMOVED. I had inherited my REMOVEDwhen my brother passed away." ... Read full review

  • Christa P

    "I had an account an New REMOVEDfor a few years, and their representatives were always very responsive to my questions and requests for help with any issues. Most recently, I have had the opportunity to work with REMOVED." ... Read full review

  • Doug W

    "Unfortunately, it seems that New Direction has a very manual transaction process which favors them to hold onto funds for their own investment purposes while the "manual process" takes days to play out. In my most recent case I transferred funds into my REMOVEDaccount at New REMOVEDon January 13th via ACH." ... Read full review

View all Reviews

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.