My Solo 401k Financial Palomar Airport Rd, Carlsbad

Small business owners listen up! My Solo 401k Financial is a great organization and I highly recommend them! They are extremely responsive and very knowledgeable! There is a tremendous amount of resources on their website as well as training webinars that help answer all your Solo 401k questions too. A one stop shop! Check them out!

Fantastic company. They helped me get a solo 401k set up for crypto investments, and have provided great support every step of the way. On top of that, they come out with periodic livestreams with helpful advice, and their site is filled with helpful tutorials. I'm very impressed with their professionalism and timely responses. George Blower is a knowledge bank.

I recently worked with the team to open an IRA LLC for a real estate investment. George and team were extremely helpful in answering all my questions and providing me step-by-step instructions. I suggest reading/watching the great resources they provide before moving forward. I would recommend them for those interested in an IRA LLC or other similar services!

I love my self directed 401k and the ability to invest in alternative asset classes like notes, note funds, and real estate syndications. MySolo401k has provided everything I need to have a successful plan from IRS approved plan documents, excellent help with compliance requirements, and great education. Compliance with IRS requirements such as Form 5500EZ would have been stressful and confusing on my own, but MySolo401k made it so easy. Their questionnaire provided clear guidance for each of the 15 questions.

Great service and very quick response to questions in email. Greg, Mark and the whole team are very knowledgeable and have guided me for the past 3+ years. Highly recommended if you are looking to establish your plan.

My wife and I started doing research about opening a self directed solo 401(k) a few months ago. The process was intense to say the least as there are so many sources out there to choose from. We narrowed down on two companies that offered similar services but at dramatically different rates. We reached out to both companies and one of them - My Solo 401k Financial - reached out almost immediately and gave us valuable information from the get go. The other company wasn't as quick on their feet and had so many extra charges that we decided to move forward with Mark and his team. Taking time out of our busy lives to write a review is surely a chore to most of us but in this case, when a company has over-delivered providing incredible customer service during every step of the process, with a friendly attitude, and at a remarkably swift pace, the duty to reciprocate comes with ease and joy. Working with Mark and his team you can have high expectations and never fear that they will not be met. Thank you for your incredible customer care and diligent work - it's been a delight working with you guys!

A truly outstanding service for small business owners who need a self directed 401K. The senior folks there are great: Mark Nolan, George Blower, Scott Raider. They and their staff are responsive and really patient with clients such as myself. Many of these rules are hard to navigate and their resources and explanations are extremely helpful and appreciated. Highly recommended.

Mark Nolan and his team at MySolo401k.NET have their business dialed in. Over the last couple of years, I have been on the phone with them about 10 times and emailed for about 10 requests. Each time they have responded quickly with very complete answers. On any topic, they always take the time to review all the important aspects of whatever decision that I need to make--usually revealing things that I didn't know that I needed to know. I've done quite a few complex or uncommon things with my Solo401k plan, and they have yet to make a mistake (I don't expect them to be perfect because they are human, which makes their track record even more impressive). They have not only dealt with every possible situation with self-directed retirement accounts, but they have solid processes to address or advise on everything--probably why they are so reliable and efficient. I've learned to trust them to know their end of the business. Thank you, so much!

Fantastic service, fantastic customer support. If the online guides don't answer your question, they respond to any email... VERY quickly and without complaint. If you want to get creative with your retirement account investments (instead of getting the same sad, poor-performing mutual funds everyone else gets) this service makes it surprisingly easy. Strong recommendation after 3+ years.

Thanks, My Solo 401k Finacial! You guys rock... Set up was a breeze and I am confident everything is set up appropriately. Now it's time to start my new business. I just closed on my business's 1st property this week and we are hitting the ground running. I appreciate you helping my dreams manifest into a reality!!! ~ Jon