MyDirect IRA - Oceanside, California

MyDirect IRA: Your Trusted Financial Consultant in Oceanside, CA

MyDirect IRA, located at 4167 Avenida De La Plata #104, Oceanside, CA 92056, is a renowned financial consulting firm that specializes in Individual Retirement Accounts (IRAs). With years of experience and a dedicated team of experts, MyDirect IRA has been providing exceptional services to clients, ensuring they make informed decisions about their financial future.

SPECIALTIES: Financial consultant
OTHER POINTS OF INTEREST: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

MyDirect IRA has garnered a stellar reputation in the industry, with a 5/5 average rating based on 70 reviews on Google My Business. Clients consistently praise the company for its knowledgeable staff, excellent customer service, and seamless assistance in setting up and managing their IRAs.

OPINIONS: Many clients have shared their positive experiences with MyDirect IRA. One satisfied customer noted, "Ted at MyDirect has been a wealth of knowledge helping me setup my IRA and business account. He always takes his time to explain any question I may have. He's very knowledgeable." Another client expressed gratitude for the exceptional service they received, stating, "Ted at MyDirect IRA is extremely knowledgeable in this area. He made the whole process easy and helped resolve the roadblocks that I faced."

To learn more about MyDirect IRA or to schedule an appointment, visit their website at mydirectira.com or call them at 603035909.

👍 Reviews of MyDirect IRA

DJ J.

5/5

Ted at MyDirect has been a wealth of knowledge helping me setup my IRA and business account. He always takes his time to explain any question I may have. He's very knowledgeable. If you're looking for a company to assist with your IRA need. Ted at MyDirect is your guy!

Sri R.

5/5

Ted at MyDirect IRA is extremely knowledgeable in this area. He made the whole process easy and helped resolve the roadblocks that I faced. He went above and beyond to guide, advise, and execute. Also, I really appreciated the responsiveness and great customer service.

Benjamin H.

5/5

MyDirect IRA was incredibly helpful in getting my IRA LLC set up! Ted was extremely responsive, available and knowledgeable and walked me through the entire process. He is still available whenever I have questions and is truly an asset to helping me in my investment journey. I’d highly recommend MyDirectIRA!

Norman M.

5/5

I had the opportunity to work with Ted in the diversification of my retirement funds. Ted was informative, efficient and extremely helpful. I had spoken with other agencies and was overwhelmed by the amount of work they required to open an account. Ted made the process simple and easy, and he walked me through from beginning to end. I would highly recommend Ted if you are looking to open a self-directed IRA

Lanae B.

5/5

Working with Ted Erickson at MyDirect IRA was a wonderful experience from start to finish. This was my first venture into a self directed IRA and before speaking with Ted I felt a little lost in the process. Once we spoke however, I felt reassured that I was in good hands. He knew exactly what needed to be done and he completed tasks expeditiously. Everything was handled in a timely and professional way and he was a pleasure to work with.

Jim D.

5/5

Mr Erickson was extremely professional and knowledgeable. As a novice to placing property into my IRA, he literally guided me step by step until this complicated process was complete! I have already recommended him to others! We were in a time crunch for the closing and his efficiency left us with time to relax before closing, knowing everything was in order. I highly recommend and will be using him again in the future

Tim F.

5/5

I would like to express my gratitude for the exceptional experience I have had with MyDirect IRA both as a customer and through my interactions with the company overall.
The professionalism, expertise, and personalized service provided by Ted Erickson and his team impressed me from the very beginning.

Matt M.

5/5

I had a great experience from start to finish with Ted at MyDirect IRA, who helped convert my IRA to a Self Directed IRA. Not only was he excellent at explaining the process but also very communicative throughout. I never felt ignored and he always got back to me promptly with any follow up questions. I would highly recommend Ted and MyDirectIRA for anyone looking to convert their IRA.