uDirect IRA Services, LLC Corporate Park, Irvine

The team in UDirect are professional, committed to great service and very friendly. Jon was my transaction coordinator and working with him made my experience of transferring an old 401K account to a self-directed IRA to invest in real estate syndication smooth and less stressful. He was very knowledgeable and truly cared about what I needed and went above and beyond to make sure I had all the information required to make the right decision. I highly recommend UDirect IRA Services, LLC!

Over the last year, I have transferred an old 401K account to uDirect to invest in a couple of different real estate syndications. I've had the opportunity to email or speak with a few different people on the team and am always impressed with their quick and helpful responses. They've been helpful in letting me know what they need and then execute transactions quickly.

Customer service from uDirect has been impeccable for me. Sometimes these alternative investments can be tricky and complex. They are very supportive and patient with the process. I highly recommend them!!

I cannot say enough good things about uDirect. All of the staff or courteous and responsive. I needed to convert a traditional IRA to a self directed Roth IRA, then purchase shares in a new IPO. I informed my transaction manager, David Rodriguez, that I was in a time crunch. Without making unrealistic promises, he was able to successfully execute the entire request within 24 hours. Unbelievable! David and uDirect get my highest recommendation. Scott Forman

Had some trepidation about moving my IRA to a self-directed IRA. Service and responsiveness by staff at UDirect is exceptional! Their professionalism and expertise confirms that I chose the right company. Thank you!!!!

We have bought and sold homes through our Self-Directed IRA, specifically—UDirect over the past 10 years. We recently sold our last two investment properties. It is complex and has to be done correctly. David Rodriguez guided us—sent title, my Realtor and myself the information and forms/disclosures with explicit instructions as to how they were to be filled out. He was both patient and thorough. We are grateful for his assistance.

In working with David at uDirect, he tells me exactly what forms need to be submitted, how they are to be signed, and how long it will take to have my documents reviewed. He communicates well and is responsive when I need him to be. The fees at uDirect are much less than other custodians as well. Great value!

I worked with several members of the team and was very impressed with the onboarding process with uDirect. They have been fantastic. Fingers crossed that my service continues to stay as great as I've seen so far! Based on what I've experienced thus far, it seems likely!

In the current market, quality syndicated real estate deals are filling up fast. Udirect has helped me place my investments on short notice while making sure all the paperwork done correctly. Fair fees and fast responses.

UDirect is one of the best businesses, as far as customer service goes, that I have ever worked with.