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Advanta IRA

4.5
  • Atlanta, GA

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Location details

1455 Lincoln Pkwy E Suite 520, Atlanta, GA, 30346, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 4:00 p.m.
SatClosed
SunClosed
4.541 reviews
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John Bublewicz's profile image
John Bublewicz 
4 months ago

Sarah Hood at Advanta Self Directed IRA was Very courteous, professional and efficient when she helped me set up 3 self-directed IRAs for myself, my wife and for my daughter. We were able to swiftly and efficiently transfer the money to purchase some bonds from Phoenix energy company.. I would give her a five-star review. She couldn't have been nicer. 

Rick Gilkey's profile image
Rick Gilkey 
4 months ago

Advanta IRA has been an excellent financial service provider for our family for many years. Most recently David Haywood, our account agent, has stepped up to provide me with excellent responsive counsel and service. He is a highly competent friendly advisor who resolved a complex issue for me quickly and effectively exceeding my already positive expectations. I give my highest endorsement to both Advanta IRA and David Haywood. Dr. Roderick Gilkey 

J Vassar's profile image
J Vassar 
3 months ago

In my nearly 15 years collectively working with the experts at Advanta IRA, I confer highest confidence upon Advanta IRA. My account manager, David Haywood, My personal experience is just that. Personal. It's rare to find a services company that treats you holistically. As a result of that culture, my account managers, the back office support staff and yes, even the Founder, transcend and outperform any other financial services firm I have dealt with. financial will be in good hands! My confidence and recommendati... read more

Bill Dusch's profile image
Bill Dusch 
4 months ago

The services that Advanta me has been wonderful. Everyone is extremely knowledgeable and followup quickly. Our latest Account Manager Sarah Hood has continued the positive interaction I have had with the other Advanta staff I had since the process started. 

Bil Joseph's profile image
Bil Joseph 
4 months ago

I had a chance to speak with David Haywood today. Though he wasn't assigned to me as my account rep, he took the time to answer all my questions. He was patient, professional and very polite. He was a difference maker in the way the rest of my day turned out. Advanta is very lucky to have David representing them. 

Frequently asked questions about Advanta IRA

How is Advanta IRA rated?

Advanta IRA has a 4.5 star rating with 41 reviews. 

When is Advanta IRA open?

Advanta IRA is closed now. It will open at 8:30 a.m. 

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