uDirect IRA Services, LLC - Irvine, California

Joshua B.

uDirect IRA Services has been a great partner for me in assisting my Self Directed Funds. I work with David Rodriguez and the assistance has been timely and thorough. In a market where sometimes speed becomes an important factor, the advanced communication to stay in compliance with the rules has been more than valuable. Thanks David and the uDirect team!

Samantha M.

⭐️⭐️⭐️⭐️⭐️
My experience with uDirect IRA Services, LLC has been excellent from the start. I learned about self-directed IRAs through their book, A BiggerPockets Guide to Self-Directed IRA Investing, and it was exactly what I needed to feel confident making the move out of the stock market.
From the first phone call, the uDirect team has been incredibly helpful, responsive, and straightforward about the entire self-direction process. They clearly explained my options and made it easy to understand how to take control of my retirement funds. I trust them completely to help me invest in the assets I choose.
If you're ready to take charge of your retirement investing, I highly recommend giving uDirect a call.

Iqbal S.

I have had a wonderful experience working with uDirect. I could open an account online, fund it, and invest in a very short timeframe without any issues. I chose uDirect over other providers after I saw their CEO responding to almost every review on Yelp. It was enough for me to know that the team at uDirect is very engaged with their customers, responsive, and takes accountability. Mark Gutierrez is absolutely amazing. He was very responsive, kind, and helpful. I encourage anyone looking for an SDIRA provider to check out uDirect.

pat C.

Through the years we have worked with several different companies that offer self-directed IRAs. The staff at UDirect has by far the best team of employees I have ever had the pleasure to work with. Their response time is excellent and their service is the best by far!

Chiara D.

uDirect was definitely the right choice for my SDIRA. I rolled over an old 401K to an IRA with uDirect. Their team was very informative and communicative before I even opened my account with them. They outlined all of their fees (which were the lowest I came across among other custodians), explained my options for my new IRA, and explained any tax implications to watch out for. Tyler was extremely helpful throughout the process in getting me set up. Highly recommend!

Bill B.

So far so good. We had an issue with our first wire to my Company Bank account but David R. took ownership of the problem and resolved the issue. Funds our landed and I'm ready to start buying Real Estate. People at UDirect are very helpful and walked me through the process. I have a good feeling with them.
-Bill B.

Joseph L.

To Whom It May Concern,

I am pleased to recommend Khang Nguyen Transaction Coordinator and the
uDirect IRA Services, for their exceptional investment, self directed IRA and banking services. Throughout my experience working with them, I have been consistently impressed by their professionalism, patience, and genuine care for their clients.

They take the time to understand my unique needs and goals, providing knowledgeable advice that reflects both their expertise and their dedication to my success. Their supportive and kind approach has made complex financial matters feel manageable, and I trust their guidance completely.

For anyone seeking reliable, thoughtful, and client-focused investment self directed IRA and banking services, I wholeheartedly recommend uDirect IRA Services. They have truly set a standard for excellence in their field.

Sincerely,

Joseph Lanzillo

Melissa C.

uDirect is amazing! My husband and I have had a wonderful experience working with them. David Rodriguez was incredibly helpful and professional throughout each process. He helped answer all of our questions and took care of all of our needs in a timely manner. We are very grateful for uDirect and all that they do! We highly recommend them to anyone. Thank you again!