My Solo 401k Financial

Outstanding Support and Expertise! I've had a fantastic experience working with My Solo 401k Financial. Their team has been incredibly responsive, knowledgeable, and thorough every step of the way. I recently had some questions about coordinating my Solo 401(k) contributions with my Defined Benefit Plan, and their guidance was detailed and clear. I especially appreciate their easy-to-use support portal and how efficiently their contribution team helps calculate allowable contributions based on each indivi

In today's day and age, one of the most frustrating things to deal with is automated chat support where they make it almost possible to get a hold of a real person. On top of that, if you get a hold of a real person, half of the time they are not knowledgeable enough to help you with your specific issue. Mysolo401k is the complete opposite of this, the number 1 thing that stands out to me is their customer support. A specific example that comes to mind is the high level of hand holding when it comes to fil

I hired MySolo401k to assist me in funding a startup through a ROBS. The team was responsive and provided thorough and easily digestible answers to my questions. Ultimately, I chose not to proceed with a ROBS due to limitations on my end that were uncovered as a result of the guidance I received from MySolo401k. I will recommend them to friends.

I was looking for a way to fund my new franchise business. I learned about the ROBS program through my franchise advisor. He did suggest another company to handle to the process, but it was very expensive. After some searches and interviews I put all of the information together and decided to to with Mysolo 401k. Their price was much lower than what others had quoted. They advised me on what to expect and made me believe that the price they were charging would not come with any additional fees or surp

I switched plan providers for my existing solo 401k and My Solo 401k made the process smooth and seamless. Through every interaction with various members of their team, they were responsive, helpful and patient, even jumping on a phone call if needed. They even helped identify and prepare mitigation steps for an error that my previous provider failed to spot or address. Solo 401k rules can be difficult to navigate so I really appreciated the handholding - I certainly needed it.

This service has gone down tremendously in the past few years -- back in the day when George was responding to customers, we were able to get very quick, correct answers. My recent experience with Nathan is truly quite bad -- I asked multiple questions and he barely answered them, probably just enough to consider the support ticket 'complete' -- of the 4 questions I asked, he ignored the other 3. Really disappointing and it directly led to my inability to funding my solo 401k account in time.

Wow! My Solo 401k Financial is extremely organized, knowledgeable, transparent, and beyond helpful! For a small business owner, it's nice to feel confident that my retirement plan is being cared for my such a great team. What I love most is that they have so much content to easily navigate, get educated, and caught up to speed. Any questions I shoot an email or leave a VM and always get a response usually within the same business day. In my experience, their staff have always been generous with their tim

After many years of employment, I ended up doing consultancy work. I had heard about the great benefits of a Solo 401K plan and started immediately searching for a company with this expertise. After thorough investigation I landed on ?My Solo 401k Financial LLC?, who had a great reputation in the field of retirement planning for self-employed individuals. This company focuses on Solo 401(k) plans, which are specifically designed for self-employed individuals and small business owners with no full-time empl

I set up my business? solo 401k with MySolo about a year ago. The experience has been flawless, from educating and guiding through the options for the account, approach to different transactions, all the way through to filing required IRS reports. Their team is knowledgeable and responsive. Highly recommend!

I work with Gregory Cody there at my solo 401K financial, and I cannot say enough how amazing he is and he takes the time and great patience to work with me and my accountant on getting things right and answering my questions ( I have a lot!) and even when I forget things from year to year, he never complains about having to explain them to me again. I request him by name! They provide call summaries too so you can refer back to what was discussed. I can setup phone calls as needed with amazing response tim

The customer service and the value of the offering at MySolo401K has been truly exceptional. They really walked me through everything involved with setting up my 401K plan, rolling over funds, and handled all the details. When I needed a 401k loan (one of the perks of their service), Mark at MySolo401K had the paperwork done so quickly I had the money needed within 24 hrs! They have also helped me by answering questions, filling out forms, and navigating IRS forms. I very highly recommend MySolo401K!

I have been working with Mark Nolan at MySolo401K Financial for over ten years, and every year, Mark (and everyone at the company)'s service, expertise, knowledge and willingness to be of help has been invaluable. No matter what is asked of them, they manage to get it done quickly and efficiently. My retirement funds are in good shape and helping me today as I transition to retirement. It simply could not have happened without MySolo401kFinancial. They have made everything clear and understandable, and I am

My Solo 401k Financial offers great service with setting up self directed retirement accounts. The wealth of information they have is amazing and execution is great. The prices are fair compared to their competitors. I'm glad that we ended up partnering with My Solo 401k Financial.

I initially was a bit skeptical because they were so much more economical than other providers but I'm glad I went with mysolo401k. They were really easy to work with and guided me every step of the way. Any time I called and left a message, I got a return call promptly. Leave flexibility for the timeline. It's not their fault, the only delays were me not getting forms back right away and Charles Schwab putting holds on funds. Expect two weeks from the time CS gets your 401k check until you are able to tran

GREAT CUSTOMER SERVICE: SIX STARS IF POSSIBLE... Pulling together your Solo401 has some tedious steps. That said, I was able to get all of it done with a brokerage firm quickly. Here's why: My Solo 401K Financial LLC is a well-run company with GREAT customer service and support. Greg took great care of me as I got the 401 and the supporting accounts established. I continue to receive absolutely GREAT customer support and customer service from Greg and My Solo 401K Financial LLC. HIGHLY RECOMMENDED.

Many companies claim to support small businesses, few live up to that promise. My Solo 401k is an exception - they 100% deliver. Fantastic service and they really, really made it easy to set up and manage my 401k. If I could give 10 stars I would.

I have utilized MySolo401k Financial services for two years. They have made what can be a very confusing process seamless for me. Service is top-notch & personal! They are always prompt to respond to my inquiries, as well as those from my CPA. Their pricing is fair & reasonable. Highly recommend this company!

Great experience! They know there stuff, they're very efficient and very responsive. Would definitely recommend.

I love the experience I have had so far with this company! The support you get it the reason I chose this company over others. My favorite features are the forums that are available to all members where you can search tons of topics about 401k and IRAs and how best to use them, ask questions specific to your investments and several times a week there is a live webinar you can ask questions that. I've been there handfuls of times asking lots of questions and they are so helpful.

First-time clients setting up a solo 401k. I found the MySolo401k website and online guides exceptionally helpful and detailed. They really take the time to explain step-by-step an initially intimidating setup process. When I had additional questions specific to our situation, I got a prompt response from George B. and the team. The webinar Q&A sessions and ability to have a call with an expert are big positives. I would happily recommend MySolo401k for their expertise and guidance.

Great customer service! They really make the process of creating a self-directed 401k simple and easy. Walked us through the process step by step. Loads of blog posts, videos and information. So pleased I went with them?highly recommend!

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!

I was doing research for solo 401k plans and ran across this company, so I decided to give them a call to get general information. I got connected with a rep named Scott, and he gave me incredible service and assistance. I decided to use them, and they were there every step of the way for opening the accounts with the brokerage of my choosing, compliance documents, and general information. It is worth a call to them if you are considering this type of service because they are very responsive, professiona

We spent a couple of years researching Solo 401k plans and providers. Mark Nolan spent those two years answering my questions, both via email and by telephone, before we chose him to manage our Solo 401k transition and plan. He was patient, friendly and provided well thought out answers to my often lengthy questions. He has been actively managing our plan for several years now, and still provides the same personalized, detailed attention that he did prior to handling our plan. Choosing a Solo 401k plan can

Incredibly Responsive, Knowledgeable, Efficient, Polite, and Professional is how I describe working with Scott at My Solo 401k. He took time to answer my multitude of questions, and his customer service has been stellar. I am extremely pleased with how smooth our transition has been working with the entire My Solo 401k team. Their pricing is also competitive and great. Thank You, Scott and My Solo 401k, for providing superior, solid customer service and setting a bar of excellence. Wished I had thought to l

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 ma

Mark and the team have created a fantastic service at a compelling price point, which continues to become a better value year after year. He and the compliance team are always accessible, responses are always prompt, and service is frankly much more thorough than you would expect for the cost. Have had several interactions and they've all been professional and courteous. A gem and a bargain. Thank you for all of your assistance and helping folks achieve their retirement plans faster than they otherwise

My Solo 401k offers lots of information at no charge. Mark Nolan, a Compliance Officer there is amazingly knowledgeable, professional and generous with his time. Even though I was not a customer of theirs, I contacted him for advice on a complicated use of my solo 401k and he provided exactly the assistance I needed. I recommend them very highly.

Amazing customer service! They have handled every question and detail very easily. Wish every company I worked with was as good as mysolo401k! Working with George Blower has been really nice. He is so know knowledgeable and quickly responsive. Highly recommend using them.

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.

Excellent support and a wealth of information. There can be so many aspects and strategies within the solo 401k creating 100's of potential questions depending on one's desires and needs. Thankfully choosing MySolo 401K was a great choice. They have many videos and online pages to help explain things. The webinars in which questions could be asked, were very helpful because the clarity was excellent and very straight forward. Also the webinar referenced videos or web pages by MySolo 40K related to the quest

I have been using My Solo 401k for 3 years after I found them online and they always answer my questions same day and with a lot of detail. Mark, Shawn and George are excellent business people. They have guided me to grow my 401k and stay compliant with all IRS regs. I highly recommend them!

My Solo 401K Financial LLC is awesome. They are extremely professional, responsive, and knowledgeable. I feel very fortunate to have chosen them. They are providing a great service to many people who have taken advantage of all of the gig opportunities. This has given me an opportunity to continue to build up my retirement savings I am new to the crypto world, and don't ever intend to be a guru. They have taught me the nuances regarding holding crypto within my Trust. There are a lot of 'ins and outs'

Awesome company, setup a company retirement account through them with Schwab and have already successfully taken two loans from the account using their loan provisions with no trouble at all. I highly recommend Gregory and George. Thank you for your great service! Update 1/6/2020: I have taken 3 loans out of my retirement account through them so far, it was a quick and painless process every time, and I highly recommend working with George, and Gregory Cody, as they helped me out tremendously with taking ou

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,

They supply a wealth of videos on YouTube. They are the most knowledgeable team in the solo-K business ? with excellent service. And in 2024 they offer cutting edge plan design options that are simply not available from other providers.

I've been a client of My Solo 401K for 3 years and the team there have kept me out of financial straits many times. I had the pleasure of being assisted by George Blower during my last contact. I found that George is a very knowledgeable and patient financial counselor at My Solo 401K. Helped me with a problem that was perplexing, and as always, I received sound advice and instructions to make a the best choice concerning my problem. I would definitely recommend George, and the staff, at My Solo 401K for

MySolo401K has more than lived up to their reputation. Going into this I was genuinely concerned & had initially chosen another provider; however after reading the online reviews, I made a choice to use Mysolo401k. I spoke with Ky, George, & Mark. Each of them took their time to explain & reexplain the process I was unfamiliar with. They were responsive with their replies & walked me through step by step. There service was not only better then I expected but their fees beat the other provider I was consider

My Solo 401K Financial established a Solo 401K for me, provided instructions on opening a bank account for the SoloK and explained how to transfer funds from an existing 401K. After the 401K account was funded they also helped with forms required for Crypto Currency exchanges Kraken and Gemini. I have successfully funded my Solo 401K now and purchased BTC. I would recommend the company for anyone interested in a solo 401K. I will also hire the company to create an LLC that will accompany my Solo 401K which

I recently started my own business after many years in corporate America. I neededto use my 401K funds as start-up capital. I did my research and interviewed the well known suspects. In the process I connected with George Blower. Here is a Harvard educated lawyer and one of the founders of My Solo 401K, giving my start-up company the best service I could dream of. The whole experience has been superb and I am a long term client of George. I am not going anywhere!

The team here is very knowledgable and makes what could be a very complicated process easy. George Blower is amazing, and the most responsive individual I have dealt with in quite some time. Thank you My Solo 401K Financial for your incredible customer service.

The team at My Solo 401k Financial is excellent. All of my interactions with the members of the team have been a pleasure. They are very responsive and knowledgeable. I highly recommend them.

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 quest

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.

This company is by far amazing compared to it's competitors. They are top notch answer calls quickly and are very prompt on taking care of everything. I would highly recommend them to anyone who wants a professional company which helps you build 401K, Checkbook IRA or anything with self directed IRAs.

I have spoken with a number of providers and believe MySolo401k.Net is among the best in its industry. I have been impressed with (and am grateful for) the thoughtful, in-depth information George Glower and his colleagues have provided to me. I respect the fact that in addition to knowing a great deal about SDIRA's, they can switch to discussing Solo401k's, various types of Roth's, etc., and can continue to demonstrate deep expertise within each of those "parallel" and important subject matters. I think

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 don't understand all of the good reviews related to customer service. I have sent 3 emails in effort to follow up with the gentleman I had my original phone call with asking how to proceed to get the ball rolling - NO ONE replied to my email. I have tried calling their 800 number and my only option is to leave a message, which no one has responded to either. This left a real bad taste in my mouth, it is beyond unprofessional, so why would I want to entrust them with the savings that I worked very hard

I've been with these guys for about 5 years. From the beginning, they've been nothing but extremely helpful. Their customer service is top notch. Their articles and videos help a lot, but the fact they'll email you back right away and answer questions (sometimes ones I've asked before and forgotten the answers to) has been a stress reliever and a real help.

SD 401ks are kind of complicated and you don't want to mess it up. Mark and team have been great for setting up my plan and advising on multiple complicated issues. I also appreciate their regular youtube webinars. I feel I'm almost a 401k expert thanks to My Solo 401k. Thank you for your service.

The pricing is right compared to the other services. What sold me on this company is that i called them on a Saturday afternoon just before Christmas and instead of getting an answering service or someone from another country George Blower answered the phone and spent about 20 minutes going over the mechanics and qualifications of the solo 401K. I realized that I had been overthinking it and George helped me through it and If I have another boy I am going to name him George... Good luck to all...Charles

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

Quality of product and service that you rarely find today, so I'm more than happy to write this review. I started with Mark in 2013; one of the best decisions I have made. His business has obviously grown and the staff he has added are competent, accessible and service driven and with timely responses The friend I have referred to them have been equally pleased

I went to mysolo401k after I read lots of Q&A on their website. After a short call and a few emails, I got all the answers of my concerns for my complicated situation. More amazing, when they started working on my case, a team prompt up to help on different detail issue.All responses are quick, knowledgeable and professional. Thank you Mark and all your team!

In 2015 Mark Nolan talked with me by phone for 20 minutes. He explained to me a novice the ins and outs of opening a solo 401k. He talked with me at length again a year later and was very generous with his time. The pricing structure is very competitive.

Mysolo401k made it very easy for me to accomplish my financing goals and have continued to support me with any questions and issues I've had along the way. I recommend them!

As helpful several years later as they were on my first pre-sale call. Responsive, knowledgeable, helpful, over the phone, via email, and their knowledge-base is a bottomless pit of insight. So glad I used this service.

Excellent service. They helped me get things arranged and even referred me to a banker to help set up an account. I had procrastinated things down to the wire, and they really expedited their service and saved me lot on taxes

I couldn't have been happier with the prompt professional service from George, Scott, Ky and Jamie. They always had time to take my phone calls and answer questions, and that doesn't happen in this day and age. All in all a strong performance by this team and would recommend them to anyone that was in my position. (did a ROBS w/401K)

Mark Nolan and his crew explain the details of this great financial management tool, with solid references and IRS vetting. No hard sell and great online and telephone responsiveness. The right stuff at the right price.

George and his team are a valuable resource to have when it comes to your retirement account needs. They make sure that you are in compliance with the IRS and DOL. Their expertise and customer service experience are second to none.

It has been such a smooth process working with MySolo401k to setup my account. They have been quick to respond, answered endless questions and went over and beyond to make sure the transition was a seamless one!

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.

I've had entirely positive interactions with the team. They are prompt and thorough on responses to my questions. I was offered good advice about my choices before submitting the initial fees. Fees are very reasonable. Highly recommended.

They try their best to be available and help me out when I have questions or other needs. In particular, Greg Cordy has helped me a lot including today! Many thanks!

The team is 5 stars and when I encountered an unusual problem I reached out and it was fixed in just 2 days. I've been happy to use them since 2020

Great and knowledgeable team, really have appreciated the help with document prep and answers to questions. They have a wealth of resources available and have been very pleased working with the team

Scott and Detra have been very helpful and make themselves available quickly for the smallest questions. They are willing to educate and the website has helpful videos and articles as well. We highly recommend them.

These team of professionals have made a -what could have been a very complicated process- very simple. Very much appreciated your guidance and broken out process. Thank you for helping me achieve my dream.

Great service and awesome people Always happy and happy to help with professionalism Thanks to the director of 401K Business Financing Merna Alkarakushe

Greg is very professional and he has really helped me with such ease with putting my application together. Great service and very professional.

As a new customer I am very impressed with George and the team. Their pricing is reasonable, information and advice is relevant and response time to my questions is almost immediate. Thanks!

I used them for my startup (mid 2020), and they took what looks to be a confusing process and made it an easy step-by-step success! Highly recommend!

Good price great service! There is a forum and video Q&A sessions frequently. All questions are answered promptly.

Great team to work with. They tell you when something will be done and they do it. Always there to help you through the process. I highly recommend!!

Great Prompt Team. Jeff, Shawn and Mark. I am customer for 2 years and very happy and satisfied.

Great bunch of people who take the time to answer all your questions. Best way to invest your money.. your way! with the help of my Solo401k

Awesome experience. Their customer service is top notch. They are super proactive and hands on. Highly recommend

Overall very easy setup. Communication was also excellent and timely. Would highly recommend.

If this is the path you are taking, I highly recommend!

Great team and very easy to work with!! Highly recommend them!

Quick and competent, delivering much useful information alongside core services.

Great service and great product.

They simply do everything right.