Jeff Marr

Recommendations and reviews from 1 person

• Referral from March 28, 2014
  

  Paul B. asked:

  Does anyone have a referral for a local custodian for Self Directed IRAs?

  

  Jeff M. replied:

  Paul - please give me call, I've got many referral sources depending on the level of management/guidance you're looking for...but a phone call is warranted to prevent confusion in terminology....I totally agree with Adam that Vanguard is a great source for both individual and company-based plans, but they're not a local custodian...you're not looking for the type of IRA that allows for real estate purchases, are you?....916-947-1312

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