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About

About This Business

IRA Custodian, Trustee and Escrow/Paying Agent.

BBB Accredited Since: 12/13/2024

Years in Business: 4

Products and Services

This business states that it has years of experience in providing specialized services as a Self-Directed IRA Custodian, Trustee and Escrow/Paying Agent for bond issuances in 38 states.

Business Details

Local BBB:
BBB of Amarillo
BBB File Opened:
10/21/2024
Business Started:
3/16/2022
Business Started Locally:
1/2/1989
Business Incorporated:
3/16/2022
Type of Entity:
Corporation
Business Management:
Jeff Kelley, President

Additional Contact Information

Principal Contacts
Jeff Kelley, President

Additional Information

Latest Reviews

  • Mykl R

    "I have reached out to the company to discuss an RMD. They do not answer the phone even after an hour on hold." ... Read full review

  • Lorry S

    "If I could leave zero stars, I would, they don't even deserve one star. Trying to roll my IRA from them into REMOVEDhas been a nightmare." ... Read full review

  • Angela R

    "Worst customer service! Don’t trust this company with your Gold investments!"

View all Reviews

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