uDirect IRA Services was founded in 2008 with their office located in Tustin, CA. It is a third party administrator providing self-directed IRA accounts for those wishing to invest their retirement savings into alternative investments.
The company was founded by Kaaran Hall, who is the current president of the company.
What I Learn When Doing Research on uDirect IRA
I truly respect companies like uDirect IRA Services because when it comes to business they always try to do the right thing and make sure their customers are satisfied.
The great thing about this company from reading a lot of the customer reviews is the fact that Kaaran, the president, actually deals with the customers making sure they are receiving a quality product. This is something that is rare in this industry when it comes to self-directed IRA's as most companies usually just hire pushy sales people that don't actually care about the customer.
uDirect IRA is a fairly new company, which is not necessarily a bad thing, just something to be aware of when doing your due diligence.
What I Liked About uDirect IRA
- A rating with Better Business Bureau
- Great customer service and very responsive
- Access to the company founder
What I Didn't Like About uDirect IRA
- AA rating with Business Consumer Alliance with 1 filed complaint
- Fairly new company started in 2008
uDirect IRA Reviews, Ratings, & Complaints
Better Business Bureau
uDirect IRA currently holds in A rating with the BBB and has no filed complaints within the last 3 years.
4.5 star rating on Trustlink with 40 reviews at the time of this writing.
Company currently hold a AA rating with the Business Consumer Alliance at the time of this writing.
Why I Did Not Recommend uDirect IRA
uDirect IRA is one of those companies that you rout for because they come from humble beginnings and they could be consider an underdog in this industry with so many custodians that have been around for years.
The reason why I did not recommend this company solely based on the fact that there are other more experienced custodians in this industry that I would prefer to work with. This company meets most of my criteria when selecting a self-directed IRA custodian, I just feel that other companies are suitable for my personal needs.
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