Review
Posted 5/18/2018
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1 Review
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Trustlinker since 05/18/18
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AZUSA, CA
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Highly Recommend for all retirement services
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I highly recommend the services of Udirect, particularly Eric Petrus, my transaction manager . I have required his help managing my account on several occasions. I thought the awesome service I received on previous occasions was just a fluke, I th... Read More »
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Review
Posted 4/28/2016
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1 Review
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Trustlinker since 04/28/16
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TAVARES, FL
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Very Responsive
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Extremely pleased with the help to get through the process. My first time with a self directed IRA. Was always able to talk to someone on the phone immediately to answer questions, and emails were also answered quickly. I worked mostly with David... Read More »
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Review
Posted 1/28/2016
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1 Review
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Trustlinker since 01/28/16
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INDIANAPOLIS, IN
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Great Service, Great Experience! Highly Recommend!
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Great Service and Great Experience
I decided to buy real estate in my IRA. I researched several firms, talked to a select few and decided on uDirect based on referrals and reviews. uDirect seemed to better have their act together. Other firms had... Read More »
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Review
Posted 12/5/2015
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1 Review
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Trustlinker since 12/05/15
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LOS ANGELES, CA
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Review
Posted 11/6/2015
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1 Review
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Trustlinker since 11/06/15
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SOLVANG, CA
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Great Experience
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After deciding to buy real estate in our IRA, we researched firms and decided on uDirect based on referrals and reviews. Other firms had made the process seem complex and daunting but at uDirect (working with David who is fabulous as well as assoc... Read More »
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Review
Posted 10/19/2015
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1 Review
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Trustlinker since 10/19/15
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SAN LEANDRO, CA
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Excellent and reliable service
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uDirect provides great service, and we are so glad we selected them as our self-directed custodian. We did some research of custodian companies before selecting uDirect as the best option for us, primarily because of recommendations from others an... Read More »
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Review
Posted 10/13/2015
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1 Review
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Trustlinker since 10/13/15
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CUPERTINO, CA
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Prompt and Proactive communication
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I have been with uDirect IRA for over one year, with 3 real-estate related investments in my self direct IRA account now. When communicating with uDirect IRA for service, I am getting prompt and proactive responses from them. It makes me feel like... Read More »
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Review
Posted 3/12/2015
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1 Review
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Trustlinker since 03/12/15
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IRVINE, CA
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Trustworhty IRA Services
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I have been working with uDirect IRA for over a year now. Every single interaction via email, phone or in person has exceeded my expectations. The dedicated transaction coordinators and funding managers go above and beyond to provide excellent ser... Read More »
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Review
Posted 3/6/2015
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1 Review
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Trustlinker since 03/06/15
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LOS ANGELES, CA
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Detail Oriented & Client Focused
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As any investor knows, having a team you can rely on when the funding deadline is approaching is extremely important and equally difficult to find. The team at Udirect are not only savvy enough to make sure your documents are appropriately complet... Read More »
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Review
Posted 3/3/2015
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1 Review
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Trustlinker since 03/03/15
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TORRANCE, CA
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Proactive Communication
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I have been doing business with uDirect for several years now, and they keep getting better and better. My last two transactions have gone off without a hitch, due in no small part to Eric, who is now managing the Transaction Coordination Dept. Ka... Read More »
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Review
Posted 3/1/2015
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1 Review
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Trustlinker since 03/01/15
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SAN DIEGO, CA
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Complaint
Posted 11/3/2014
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1 Review
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0 Question
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1 Profile View
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Trustlinker since 11/03/14
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BRENTWOOD, TN
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Moving my account after 1 year
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Had an extremely difficult time getting my account set up. The compliance department kept asking for more and more paperwork and it was always 2nd hand requests and was difficult to even determine what they needed. Finally got through that process... Read More »
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Review
Posted 3/4/2014
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1 Review
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Trustlinker since 03/04/14
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uDirectIRA is Very Responsive
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uDirectIRA is very responsive. I am happy that I am able to reach a real person by either phone or email. Heather has been very helpful in making the transactions go smoothly. Read More »
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Review
Posted 3/4/2014
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1 Review
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Trustlinker since 03/04/14
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Heather @ udirct IRA
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Heather was extremely helpful as well as professional in bring this deal to fruition. I look forward to working with her again in the future. Henry Ramer Read More »
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Review
Posted 2/28/2014
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1 Review
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Trustlinker since 02/28/14
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Heather and Kaaren's Extra Effort
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Heather and Kaaren stepped in with extra effort to complete a funding transaction by a firm due date. Due to my inexperience with properly filling out the required documents for this complicated transaction, the funding process took about two week... Read More »
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Review
Posted 2/14/2014
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1 Review
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Trustlinker since 02/14/14
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Review
Posted 1/31/2014
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1 Review
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Trustlinker since 01/31/14
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Heather Dave's IRA girl!
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I have been working with a buyer who uses uDirect IRA Services to manage his IRA. I can honestly say that Heather has been an absolute pleasure to work with on every transaction over the last month. I look forward to working with her in the future... Read More »
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Review
Posted 1/28/2014
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1 Review
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1 Profile View
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Trustlinker since 01/28/14
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Review
Posted 9/13/2013
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1 Review
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Trustlinker since 09/13/13
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uDirect team ABSOLUTE BEST
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uDirect IRA Services, has been for me, "the best company" to work with, regarding getting the most timely, helpful and accurate results on my Self Directed IRA transaction. All the ladies that work with Kaaren are very professional, dili... Read More »
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Review
Posted 7/3/2013
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1 Review
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Trustlinker since 07/03/13
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