AdvantaIRA Trust LLC – New England/Boston
AdvantaIRA is comprised of a group of elite self-directed IRA administrators serving clients nationwide. While maintaining separate entities, we work and market ourselves together to offer clients exceptional experience and knowledge that is paramount in administrating self-directed IRAs.
AdvantaIRA Trust just expanded to the New England territory. AdvantaIRA has been steadily growing since it was first opened in 2002. Currently we have locations throughout Florida in Fort Myers, Miami, and Gainesville. This will be the company’s fourth location, and 1st location in the northeastern United States. This unique market is served by our experienced staff of industry-specific professionals and is overseen by Dave Owens, CPA, CES, a 25-year tax and accounting veteran. AdvantaIRA Trust has levered its unique tax strategies in this diverse and highly intense market. Education is our specialty in this market with numerous classes and educational events held throughout the region. This office also provides the services of 1031 exchanges to its clients.
AdvantaIRA Trust’s focus is a desire to help our clients obtain freedom and control of their financial decisions by teaching our unique strategies and maintaining the highest level of professionalism
AdvantaIRA Trust’s Core Values
- Constantly Evolve to Improve
- Create a Positive and Enthusiastic Environment
- Communicate With and Trust Each Other
- Be Relational, Not Transactional
- Demonstrate an Extreme Desire to Serve
Kevin Collins – New England Regional Sales Manager // Contact Info (617) 830-1070 and (203) 388-7259
Kevin’s 12 years of financial industry experience has encompassed portfolio management, business development, and trading. Kevin holds a BS in finance from Bentley College in Waltham, MA. He has direct knowledge of various alternative asset classes including real estate, secured notes, managed futures, and hedge funds. Kevin works out of the company’s new New England office and is focused on expanding the firm’s footprint in the Boston, Providence and Hartford areas.