Broad FinancialReviews 831

2nd time, no problem

All went very well. Jay Goldblatt's assistance with a Solo 401K was excellent. Jay and Eva, his assistant, were knowledgeable and professional.

Mr. Astor and Eva Ordentlich have been very responsive, and very helpful. They have worked very hard to help me with my Ultimate Roth IRA.

Very professional atmosphere

It has been great. I have the account open and waiting on my 401k to get in. Thanks

Everything going well, although more slowly than I would like, but I suppose that can't be helped given the complexity of what we are doing.

Jay and Eva have been great at providing expertise when needed and have made the process very easy to follow. Highly recommend The Ultimate IRA for those who want to have more control over their investment portfolio.

My bank (Wells Fargo) wanted me to thank the person(s) who set up the binder for the creating of the account. They said that it was very organized and it made her job much easier.

So far, they have been very quick and thorough at completing the tasks. Right now, I am just waiting to get my checks in order to move on from here.

I am still waiting for check from group so I can open the new account for the self-directed IRA LLC.

Everything worked out as outlined and I will be set to start investing when the LLC trading account is set up tomorrow.

The information provided was straight forward, binder arrived on time with everything necessary to open the account. Up to this point everything is going smooth, thanks Jay.

Professional, courteous, highly knowledgeable. The Only drawback is that the nice young man Avi K speaks too fast. But all are great and would recommend this program to others we come across. Respectfully, Paulette Partin