Self-Directed IRA Services

The team at Advanta has been great so far. My contacts are experts in this space and gave me the initial comfort to move forward with Advanta. I felt I was working with pros in the business and that gave me a lot of comfort.

I would be remiss if I did not express to you how professional, responsive and accommodating that Advanta has been to us. We have had a number of our clients choose to transfer their accounts to Advanta, and I am pleased to say how pleasurable it has been to work with y'all. I have found the overall experience with competing service providers to be inferior to our experiences with Advanta.

I originally started to use Advanta IRA with somewhere around $250,000. Now that I'm over 2 million dollars with them I feel as comfortable today as I did with my first investment. The reason I'm up to the two million dollars is because of how they treated me when I only had $250,000.

Advanta IRA is by far the most pleasant IRA administrator I work with in my law practice, where I frequently work with clients eager to capitalize on non-traditional IRA investments. The staff at Advanta IRA is always ready to help and go the extra mile to ensure my clients' IRA administration needs are covered quickly and correctly. I highly recommend this company.

My experience with Advanta (formerly Entrust of Tampa Bay) began in July 2009 and Ellen Palmer was one of the first people who helped me as an account administrator. While my experiences in real estate investing have been really difficult, working with Advanta IRA has not been.  Ellen has helped me navigate both the best and worst of circumstances with buyers, mortgagees, and renters over these seven years now.

I really love working with Advanta IRA. They make it easy for me to get real estate purchases done quickly.  My rep, Jason, takes care of everything for me promptly and is always very polite. Would highly recommend this company to anyone looking for a self directed IRA.

I have been with Advanta IRA for five years. Not only is their entire staff friendly and helpful, their efficiency is second to none. They have incredible experience and knowledge regarding all of the rules and laws surrounding self-directed accounts.  As far as getting deals done, they go above and beyond the call of duty to make sure they happen. Whether it is staying late or arriving early, no matter what the situation calls for they get it done. I highly recommend anyone looking to go the self-directed route stop right here.

I came from a competing firm and Advanta IRA is a huge improvement. They are friendly, fast, and efficient.  I have been a client for over seven years and am still surprised at both their speed and accuracy of everything they do. They also are very easy to work with accepting mail, fax, and scanned pdfs for most items.