uDirect IRA Reviews & Complaints: Scam or Reputable?

uDirect IRA
Google: 4.4/5
BBB: A+
Trustpilot: N/a

uDirect IRA Services, based in Irvine, California, is a self-directed IRA company renowned for its role in facilitating Americans in diversifying their retirement portfolios. This includes investments in real estate, land, and private notes. The company is noted for its commitment to financial education and empowerment.

As a self-directed IRA custodian, uDirect IRA Services offers an extensive range of investment options, from residential and commercial real estate to managed futures and private stock offerings, while advising against investments in life insurance policies and collectibles. They have an average rating of 4.4/5 by Focus on the User.

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Featured Reviews

Top Review

Featured
Quentin R
5 stars
USA

"I have had a self-directed IRA with uDirect for over 2 years. Every time I contact them, I receive friendly and helpful service. I couldn't be more please..."

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Top Complaint

Featured
Josh B
1 star
USA

"An absolutely terrible company to deal with - all processes are transactional on the custodian's terms and it employs a convoluted fee structure. You feel less like a..."

Read Complaints

What is uDirect IRA?

uDirect IRA Services specializes in self-directed IRAs, an investment vehicle offering alternatives to traditional stock market options. Founded by Kaaren Hall, who brings expertise in mortgage banking, real estate, and property management, the company focuses on educating investors about self-directed investing.

They provide a multitude of resources, including webinars, YouTube videos, and a free weekly newsletter, to inform investors. Their services enable investors to explore various investments, fostering portfolio diversification tailored to individual financial goals.

uDirect IRA Ratings

uDirect IRA Reputation

Focus on the User Review
Focus on the User
4.4/5 stars
85 reviews (Aggregated)
Google Reviews
Google Reviews
4.4/5 stars
85 reviews
BBB Reviews
BBB
A+
N/a reviews
Trustpilot Reviews
Trustpilot
N/a stars
N/a reviews

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uDirect IRA Reviews

Top uDirect IRA Reviews

5 starsFeatured

"I have had a self-directed IRA with uDirect for over 2 years.Every time I contact them, I receive friendly and helpful service.I couldn't be more pleased with my representative Mark G. and the excellent service and helpful advice he provides."

Google
Quentin R
USA
5 stars
5 starsFeatured

"I recently switched my SEP IRA account to uDirect.They have been EXTREMELY helpful and responsive.The laws surrounding SEP IRAs are complex and it is great to have such a responsive team on my side!"

Google
Jeff R
USA
5 stars
5 starsFeatured

"uDirect is an excellent organization, which actively encourages you to take control of your financial future. The staff, from Derexa, David, and others, are extremely knowledgable and helpful with any questions you may have. I'm extremely happy with uDirect, and will continue to interact with them for the foreseeable future."

Google
Alberto S
USA
5 stars
5 starsFeatured

"This was my first purchase of a rental property through my IRA. Mark G. was incredibly responsive and helpful as I navigated the rules for IRA purchases of real estate. We closed in under 30 days. I look forward to doing it again!"

Google
Kevin T
USA
5 stars
uDirect IRA Complaints

Worst uDirect IRA Complaints

1 starFeatured

"An absolutely terrible company to deal with - all processes are transactional on the custodian's terms and it employs a convoluted fee structure. You feel less like a 'customer', and more like an employee who takes order when choosing to business with this company.There are better options in the SDIRA space."

Google
Josh B
USA
1 star
1 starFeatured

"Update: To be clear, I did not call in complaining, but I love that whoever responded to my post tried to frame it that way. The conversation definitely devolved as a direct response to the horribly rude, accusatory and dismissive representative that returned my call. This company isn’t interested in helping their customers.The incredibly rude and curt man I just spoke with informed me that I could have obtained the information I needed if only I had found and read his blog post.Don’t hou"

Google
Michelle M
USA
1 star
1 starFeatured

"Avoid uDirect like the plague! I switched to them a while back but decided to go a different route and move the money to Vanguard. They made it incredibly hard and their customer service was the worst I have ever experienced. The day I finally got the money moved and account closed I said a silent prayer, I think the process took 6 months... And, from my point of view, uDirect did everything they could to make it hard to leave their services. Their online interface is a total joke too. Plenty of better companies out there."

Google
Ben F
USA
1 star
1 starFeatured

"Horrible experience transferring funds from these guys and forget about the fees for transferringand closing the account. I am current account holder and working with Fidelity to transfer the funds from uDirect, the whole process is so complicated and cumbersome, which is unbelievable and frustrating. Stay away from these guys."

Google
Feeroz K
USA
1 star

Is uDirect IRA a Scam?

uDirect IRA Services is not a scam. It is a reputable custodian for self-directed IRAs, recognized for empowering investors with a variety of investment options and comprehensive educational resources. Its legitimacy is further underscored by its 4.4/5 rating by Focus on the User.

uDirect IRA Pros and Cons

Pros

  • Diverse Investment Options: Offers a wide range of investment choices, including real estate and private stock offerings.
  • Educational Resources: Provides extensive financial education through various channels.

Cons

  • Investment Limitations: Advises against certain investments like life insurance policies and collectibles.
  • Niche Focus: Primarily caters to investors interested in self-directed IRAs, which may not suit all investment preferences.

uDirect IRA Services and Products

uDirect IRA Services offers the following:

  • Custodian services for self-directed IRAs.
  • Investments in real estate, land, managed futures, REITs, and private stock offerings.

uDirect IRA FAQ

Is uDirect IRA a reputable company?

Yes, it is known for its commitment to financial education and a wide range of investment options.

How long has uDirect IRA been in business?

Since 2009.

Who is the owner of uDirect IRA?

Kaaren Hall is the founder and a key figure in the company.

How does uDirect IRA work?

It functions as a custodian for self-directed IRAs, offering diverse investment opportunities and educational resources.

Before Investing With uDirect IRA

Consider obtaining to make informed investments in precious metals.

uDirect IRA Homepage

Contact uDirect IRA

For more details on customer service and social media accounts, refer to the information provided below

  • Phone: 866-446-7454
  • Email: info@uDirectIRA.com
  • Address: 8 Corporate Park #210, Irvine, CA 92606
  • Founded: 2009
  • Alternate Name: uDirectIRA.com
  • Category: Self-Directed IRA Company
uDirect IRA Address

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