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Advanta IRA Administration
- Investment Service
- Atlanta, GA
About this business
Advanta IRA Administration is a self-directed retirement plan administrator that provides our clients superior service and empowers investors by educating them in the realm of using alternative assets in a self-directed IRA to build retirement income.
Location details
3525 Piedmont Rd NE Building 8, #101, Ste 101, Atlanta, GA, 30305, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I had a good experience talking with Corey about SDIRAs and Advanta. He was the most knowledgeable and least salesy sales rep that I spoke with across several firms. He also personally processed my application and sent the paperwork to my other bank on the same day that I opened an account. Advanta had the lowest cost pricing structure for my planned investment.
Corey gave me a very clear understanding of how investing in a Real Estate LP would be accomplished using my IRA as investment source. He explained the pros and cons of this approach.
Shady Management. Wouldn't do business here
I would prefer to have zero stars. I have been attempting to close and transfer my funds since March. All I get are excuses. Now I am dealing with what appears to be a recent college grad from a liberal arts college at best. Kid has no understanding of how to deal with adult situations or a customer. instead of handling the problem he wants to argue with me. I am communcating with my attorney as they still have refused to wire my funds. Oh, but they can charge me a "sale" transaction fee this week.
My experience with Advanta has been nothing but wonderful. The customer service is impeccable and the attention to detail and white-glove service is top notch. Specifically, working with Corey has been seamless. He is responsive, kind, and overall emulates the type of service a customer would want.
Frequently asked questions about Advanta IRA Administration
How is Advanta IRA Administration rated?
Advanta IRA Administration has a 3.7 star rating with 9 reviews.
When is Advanta IRA Administration open?
Advanta IRA Administration is closed now. It will open at 8:30 a.m.
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