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Safeguard Advisors is now Solera Plan Services 1-877-229-9763 Contact Us

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“I wanted to say how much I appreciate all the help you have provided me during this LLC process. You have been very clear and proactive at all times and if I get the chance to send other clients to Safeguard, please know what a large part you’ve played in my recommendation. Thanks again, I’ve enjoyed working with you.”

~ Scott A. – Rapid City, South Dakota

“Thank you so much for all of the assistance. Getting this Self Directed IRA set up has been a very professional experience. You have done everything as promised without exception. In today’s less than perfect service environment, your attention to detail and communication has not gone unnoticed.”

~ Bob W. – Huntsville, Alabama

“Wow – that was fast. Thanks for turning this around so quickly!”

~ Anne F. – Monrovia, California
“It was so great to work with you. You have given me hope in finding ways to escape the corporate corruption of the system with my hard earned retirement dollars.”
~ Karen D. – Brookhaven, New York
“Thanks for following up with updates, etc! It seems that no one offers this kind of customer service anymore.”
~ Tim K. – Farmington, New Mexico
“Just wanted to thank you for all your help in setting up the Self Directed IRA. I have been real impressed with the level of service from start to finish and would recommend your company to anyone.”
~ Ralph R., CPA – Flint, Michigan

“I just got done with all the videos. They were very helpful. Thank you!.”

~ Aubrey C. – Portland, Oregon

“Thanks Brian. Continue to use me as a reference/testimonial as I love
your company and the service you provide.”

~ Dave A. – Atlanta, Georgia