uDirect IRA Services, LLC

Udirect gives prompt service. Ive been with them for years. Would recommend them. Theyre always fast to respond to requests and they know what theyre doing.
Mar 30th, 2024

My experience with uDirect is 100% A+. I shopped across all syndicated custodians and found uDirect's reception, account initiation, transfer, and funding teams extraordinarily responsive, professional, helpful and all-around on point for SDIRA, IRA, and other investments. Extremely informative, optimistic, and caring. I dealt primarily with Jim Dixon, Derexa Anstead, David Rodriguez, and Mark Gutierrez. Outstanding and effective interactions. If you want an organization you can trust to manage the infrastructure of your accounts, I highly recommend calling them for a consultation. I trust them for all my investment accounts.
Mar 19th, 2024

As a client of uDirect IRA Services LLC for the past 8 years I've had the privilege to deal directly with their Senior Funding Coordinator, Derexa Anstead on a frequent basis. The service that I receive from Derexa is outstanding. She is knowledgeable, cordial, and very supportive. She returns every phone call and email promptly, and follows up by providing comprehensive information and/or specific instructions for resolving issues. She is to be applauded for her unparalleled commitment to serve clientele.
Mar 18th, 2024

uDirect team has been very professional and timely in all my interactions. Highly recommend them.
Jan 28th, 2024

This is first time i am dealing with IRA Trust, after lot research I found Udirectira , I am really happy working with Mark.G. He really helped me going extra mile processed all work. Good part of is Mark.G is available to help when ever I need help.
Jan 22nd, 2024