uDirect IRA Services, LLC

4.8 star rating Rating - based on 51 reviews & complaints
We are a third party administrator providing self-directed IRA accounts for those wishing to invest their retirement savings into alternative investments. Call us at (866) 447-6598.  
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uDirect IRA Services, LLC Categories
Financial Services
Retirement Planning Service

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Customer Reviews, Ratings & Complaints
Review Posted 5/18/2018
Highly Recommend for all retirement services
I highly recommend the services of Udirect, particularly Eric Petrus, my transaction manager . I have required his help managing my account on several occasions. I thought the awesome service I received on previous occasions was just a fluke, I th... Read More »
Review Posted 4/28/2016
Very Responsive
Extremely pleased with the help to get through the process. My first time with a self directed IRA. Was always able to talk to someone on the phone immediately to answer questions, and emails were also answered quickly. I worked mostly with David... Read More »
Review Posted 1/28/2016
Great Service, Great Experience! Highly Recommend!
Great Service and Great Experience I decided to buy real estate in my IRA. I researched several firms, talked to a select few and decided on uDirect based on referrals and reviews. uDirect seemed to better have their act together. Other firms had... Read More »
Review Posted 12/5/2015
Professional and Responsive Service--Highly Recommend
I've been with uDirect for 3 years now and have only great things to say about them. They have assisted me with transferring funds from numerous custodians, and they have made the process easy. I've worked with numerous associates (Kristi, Kathy a... Read More »
Review Posted 11/6/2015
Great Experience
After deciding to buy real estate in our IRA, we researched firms and decided on uDirect based on referrals and reviews. Other firms had made the process seem complex and daunting but at uDirect (working with David who is fabulous as well as assoc... Read More »
Review Posted 10/19/2015
Excellent and reliable service
uDirect provides great service, and we are so glad we selected them as our self-directed custodian. We did some research of custodian companies before selecting uDirect as the best option for us, primarily because of recommendations from others an... Read More »
Review Posted 10/13/2015
Prompt and Proactive communication
I have been with uDirect IRA for over one year, with 3 real-estate related investments in my self direct IRA account now. When communicating with uDirect IRA for service, I am getting prompt and proactive responses from them. It makes me feel like... Read More »
Review Posted 3/12/2015
Trustworhty IRA Services
I have been working with uDirect IRA for over a year now. Every single interaction via email, phone or in person has exceeded my expectations. The dedicated transaction coordinators and funding managers go above and beyond to provide excellent ser... Read More »
Review Posted 3/6/2015
Detail Oriented & Client Focused
As any investor knows, having a team you can rely on when the funding deadline is approaching is extremely important and equally difficult to find. The team at Udirect are not only savvy enough to make sure your documents are appropriately complet... Read More »
Review Posted 3/3/2015
Proactive Communication
I have been doing business with uDirect for several years now, and they keep getting better and better. My last two transactions have gone off without a hitch, due in no small part to Eric, who is now managing the Transaction Coordination Dept. Ka... Read More »
Review Posted 3/1/2015
uDirect IRA Services...Efficient, Responsive...a great experience!
Kaaren Hall and her staff, Heather and David, are very efficient and customer-centric. They provide a great support and information every step of the way. I wish I had established my self-directed IRA much, much sooner. Without reservation, I woul... Read More »
Complaint Posted 11/3/2014
Moving my account after 1 year
Had an extremely difficult time getting my account set up. The compliance department kept asking for more and more paperwork and it was always 2nd hand requests and was difficult to even determine what they needed. Finally got through that process... Read More »
Review Posted 3/4/2014
uDirectIRA is Very Responsive
uDirectIRA is very responsive. I am happy that I am able to reach a real person by either phone or email. Heather has been very helpful in making the transactions go smoothly. Read More »
Review Posted 3/4/2014
Heather @ udirct IRA
Heather was extremely helpful as well as professional in bring this deal to fruition. I look forward to working with her again in the future. Henry Ramer Read More »
Review Posted 2/28/2014
Heather and Kaaren's Extra Effort
Heather and Kaaren stepped in with extra effort to complete a funding transaction by a firm due date. Due to my inexperience with properly filling out the required documents for this complicated transaction, the funding process took about two week... Read More »
Review Posted 2/14/2014
Heather Shelby, Transaction Coordinator
Heather Shelby, Transaction Coordinator at uDirect IRA Services, LLC has been great to work with. She is very efficient and timely in her responses. Its been a pleasure working with her ! Read More »
Review Posted 1/31/2014
Heather Dave's IRA girl!
I have been working with a buyer who uses uDirect IRA Services to manage his IRA. I can honestly say that Heather has been an absolute pleasure to work with on every transaction over the last month. I look forward to working with her in the future... Read More »
Review Posted 1/28/2014
Udirect and Heather Shelby provided expert guidance for our Self Directed IRA !
I recently converted a traditional IRA to a self directed IRA through Udirect in order purchase investment condos. Udirect and Heather Shelby (our Transaction Coordinator) were very patient, understanding, and thorough in guiding me through the st... Read More »
Review Posted 9/13/2013
uDirect team ABSOLUTE BEST
uDirect IRA Services, has been for me, "the best company" to work with, regarding getting the most timely, helpful and accurate results on my Self Directed IRA transaction. All the ladies that work with Kaaren are very professional, dili... Read More »
Review Posted 7/3/2013
Marlene is a great go to get it done person at UDirect IRA
Sometimes it can be challenging when doing a Reg D-405 capital raise and having the appropriate paperwork filled out correctly. With the help of Marlene at UDirect IRA and our syndication attorney Jennifer Belcher it has been a streamline process... Read More »
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Additional Business Information
Hours   Monday through Friday 8:00am to 5:00pm uDirect IRA Services observes Federal Holidays Phone   (866) 447-6598 Address   8 Corporate Park, Ste 210
Irvine, CA 92606
Website   https://udirectira.com/ Email   khall@udirectira.com
Contact   Kaaren Hall, CEO/Founder Other  
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