At-a-glance
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Overview
Products & Services
Business Details
- Location of This Business
- 4790 140th Ave N, Clearwater, FL 33762-3857
- BBB File Opened:
- 9/27/2009
- Years in Business:
- 21
- Business Started:
- 4/8/2003
- Business Incorporated:
- 4/8/2003
- Accredited Since:
- 1/31/2014
- 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.
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Jack Callahan, President
- Contact Information
Principal
- Mr. Jack Callahan, President
Customer Contact
- Mr. Jack Callahan, President
- Mr. Scott Maurer, Vice President of Sales
- Mr. Douglas Davenport, Manager
- Mr. Robert Koerner, Operations Director
- Ms. Rachel Moore, Director of Marketing
- Additional Contact Information
Fax Numbers
- (866) 385-6045Primary Fax
- (866) 385-6045
Customer Complaints
0 Customer Complaints
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1 Customer Reviews
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Most Recent Customer Review
J. A.
08/13/2024
Advanta IRA Services, LLC Response
08/15/2024
We are sorry that you had a bad experience with Advanta IRA, but we strongly disagree with your review and outlining of the facts. As a self-directed IRA administrator, we do not play favorites with any referral partners, and we certainly do not steer a client toward a particular investment or investment provider. We also do not share sensitive customer information unless directed by our client or permitted under law. Further, we are administrators of the IRA accounts and do not serve in any fiduciary capacity.
There were numerous issues with the paperwork that you presented to us for your client to purchase precious metals. It took multiple requests to have you update the paperwork, and outline exactly what the client was purchasing. For precious metals purchases, we require invoices to be submitted to us with the exact quantity and description of the metals that will be purchased and stored. One invoice to purchase metals that was submitted to us simply said Cash. After another invoice was sent with a quantity and specificity of metals outlined, we were told that the new invoice might not reflect the actual metals that will be purchased by our clients IRA. As the custodian of their IRA, we must ensure all details of an investment are confirmed and do not change after we fund the investment.
In addition to the paperwork issues, we received repeated phone calls and emails(several calls in the span of a few hours) from you or representatives of your company, without giving us a chance to reach back out to you. We deal with hundreds of clients a day and make our efforts to get back to people as quickly as possible. Repeated phone calls and emails raise red flags and we determined as such that we would be unable to work with your company and your demands for such immediate action.
Again, we apologize for the experience you had, which is abnormal for our business as we pride ourselves on our customer service. If you would like to discuss this matter further, please reach out to our Vice President of Sales, ***********************, at ***********************.
Customer Response
08/19/2024
Customer Response
08/27/2024
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