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Testimonials

I want to thank you for your support, help and guidance in this endeavor. I invested $400,000 in purchasing rental properties. Over the years I collected around $600,000 in rent and then sold the properties for $1.5 million. I just wanted to share my success story and thank you for your help.

~ Ron M. – San Diego, California

You assisted me with setting up a self-directed IRA in early 2019. I know I mentioned it at the time, but I still think it was one of the most positive professional experiences I’ve ever had. Everything was very well-organized and you and your team were incredibly responsive!

~Andrew M. – Pittsburgh, Pennsylvania

As usual, even greater concentration of pertinent info than I hoped for. Much appreciated and very helpful.

~ David M. – Longwood, Florida

Thanks.  I love working with people who do what they say they are going to do!

~ David H – Ormond Beach, Florida

I set up a self directed IRA with Safeguard and the entire process could not have been easier. They guided me every step of the way and were always available to answer any questions I had. I highly recommend Safeguard!

~ Allan E – Bristol, Wisconsin

It has been a pleasure working with Safeguard Advisors. They have been prompt, professional, courteous, informative and spot on regarding the setup of my Checkbook IRA. Follow up communications have been quick and extremely helpful. I can’t recommend Safeguard Advisors highly enough.

~ Jeff R. – Birmingham, Alabama

Safeguard is great! Highly recommend them. Very efficient and knowledgeable.  Excellent customer service.  Answered all my questions quickly and expertly.

~ Lance R. – Fulshear, Texas

Safeguard Advisors provided excellent service and an excellent product. They were prompt, courteous, knowledgeable, and professional in all points of contact. I highly recommend them if you are considering a checkbook IRA.

~ Cheryl N. – Lexington, Virginia

I can’t explain how excited I am regarding this investment strategy.  I’ll be 50 in a few months, and a year ago my idea of planning for retirement had many “what ifs”.  This has opened the door to a better path of retirement planning on the investment side than I have ever seen.  By the way, I have a Bachelor’s degree in finance with an emphasis in investment.  They never taught this.

~ Doug R. – St. Louis, Missouri

It took me 2 years to make the plunge and get started with a self-directed IRA, but Safeguard made it easy! I was rolled over and invested in an apartment complex in less than a month even while I was overseas.

~ Joshua L. – Eagle River, Alaska

Thank you for helping me setup my SDIRA. I knew establishing one was the best thing I could do to accelerate my retirement portfolio. You gave me the confidence to pull the trigger knowing I had the right team working for me!

~ Todd L. – San Jose, California

I set up my plan for a Self-Directed IRA with Safeguard and am very happy with the service I received. They were very helpful at every turn and always there to help if needed.  My advisor explained things so even the most unfamiliar customer could understand the plan and process with ease. I would recommend this company very highly.  I think they are a very professional outfit and truly do have the best interest of their clients in mind.

~ Lief J. – Lakewood, Colorado

You helped me set up my self-directed IRA earlier this year. I have now invested in three rental properties and the returns from those are going to allow me to actually retire when I reach full retirement age in 5 years.

~ Joe T. – Garland, Texas

I got a lot of important information about the industry and the benefits of going with a Company like Safeguard Advisors. I liked the reduced expenses and the freedom to have more control over the process. Ultimately it was the professionalism, thoughtfulness and care exhibited by all the employees involved in the onboarding process. I look forward to having the resources available to me with my investments and highly recommended this service….

~ Jeff M. – Corona, California

Worked with Safeguard to set up a self-directed IRA. VERY helpful and thorough through the whole process. Appreciated the professionalism and knowledge as we talked about the many questions we had. Would highly recommend Safeguard as a place to do business!

~ Bruce B. – Fishers, Indiana

Yes, the LLC has been funded. I am very pleased as to how smooth this process was, and I appreciate the excellent service.

~ Noel G. – Kennebunkport, Maine

Perfect!  Thank you for always being so prompt and responsive.

~ Janet B. – Apache Junction, Arizona

Thanks for everything.  I would recommend you any time!  Ten thumbs up!

~ Scott C. – Spokane, Washington

Outstanding. I appreciate how quickly you respond. Great service!”
~ Dan D. – Raleigh, North Carolina

Words are hard to come by as to the level of respect and appreciation I have for you and your organization.

I appreciate both you and the support you provide.”

~ David W. – Plainfield, Wisconsin

 

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

I have had the pleasure of working with Safeguard Advisors for quite some time. I first contacted Safeguard as a financial advisor on behalf of one of my clients who wanted to purchase Real Estate. After working my way through a number of companies (including custodians whose fees were too expensive), I finally found Safeguard and learned of the “checkbook control” that their plan allowed. What an amazing concept!

From day one, the Safeguard Advisors have been a wealth of knowledge and I have recommended their services dozens of times. But, more importantly – I now have my own Self-directed 401(K) that has “checkbook control”. Need I say more?”

~ Jay A. – Austin, Texas
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

Over the years, my wife and I grew tired of seeing our retirement savings become a barometer of economic sentiment through equity index investing. Even after years of working in the financial industry, we had no idea that we could invest our IRA’s and 401k’s in investments other than stocks, bonds and mutual funds. Robert Hubbard and Safeguard Advisors have been instrumental in educating and directing us in changing the way we plan for our future.

A year ago, we purchased our first rental and commercial property with an Self Directed IRA LLC and are now planning to purchase a vacation rental property with a Solo 401k. We no longer feel that we are risking our future on the irrational behavior of fund managers on Wall Street.”

~ James & Christy M – Louisville, Kentucky

I’d like to take this opportunity to tell you how completely satisfied I am with your setup of my Self Directed Checkbook IRA.

I talked to two other companies before deciding to use you. You were clearly highly knowledgeable on this subject. I did have some “concern” about using a company I found via Goggle search, but my instincts told me your firm was the best choice. The setup process could not have been more professional or gone more smoothly. I was under a bit of a time crunch to meet a foreclosure auction date and you did a fantastic job.

I’ve already used the Self Directed IRA to purchase two investment houses; one at foreclosure auction, the other from Bank REO. I’m very happy I can use my IRA to take advantage of these Real Estate opportunities. I will also be using the Self Directed IRA for private secured lending, and already have one small loan in process.

Sure beats the bond funds I had part of my IRA allocated to…”

~ Gary J. – Kent, Washington

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

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