Testimonials

“uDirect is the best customer-oriented option for your self-directed IRA. I enjoyed my interaction with every member of their team. I received help and quick responses at every step. It was a great experience, I cannot recommend uDirect enough.” – Trevor E.
“I've had an account with uDirect for about 5 years now. Hands down the best thing I have ever done for my retirement. After rolling over funds from a traditional ira, now my ira owns real estate and I have both capital appreciation and income. I would recommend them (and a self-directed IRA to anyone. Sometimes the trust holder does require very exact paper work, but they can find out what is required, generally with a phone call. A friend of mine, after my experience, did the same with a Roth IRA and that is even better. The fees are reasonable and I am happy. They have always been very helpful, keep up the good work Kaaren and all at uDirect IRA” – Ashley P.
“My CPAs referred me to this company and they were super helpful in explaining the retirement investing process to me. Once I am ready to move my funds to real estate uDirect would be my #1 choice.” - Hsiao L.
“Beyond Expectations. uDirect IRA Services have made setting up my new account and performing services to utilize my self-directed IRA to purchase property. The Transaction Team met or beat every deadline. Kaaren the CEO is very helpful. The whole team is responsive and knowledgeable. They have plenty of resources to help understand everything you need to know and more!” – Jeff K.
“We moved our company SEP accounts to uDirect. We've been working with Kaaren Hall for a number of years. She's my go-to person involving any new regulation and legislation updates in the retirement space. She's on the board of the Retirement Industry Trust Association and she's always so on top of the industry. We also work extensively with other self-directed companies. uDirect remains one of the most customer-friendly and speedy companies. Mind you, speed does not mean no quality control and that's what is important. Thanks Kaaren!” – Aaron N.
“uDirect was fully engaged in process and provided updates as to when funds were received and processed.” – Eric G.

uDirect is a leader in the self-directed investing arena for both client service and client education. uDirect has helped many of our clients in using self-directed investing to accelerate their wealth growth and asset preservation. Kaaren's passion for helping her clients achieve their financial goals is apparent in her consistent excellence in client service and dedication to always go above and beyond for each and every client.

Amanda Han, Managing DirectorKeystone CPA

Kaaren and I have worked on several projects together. It's refreshing to have a team member so informed about what she does. Kaaren's knowledge of Self-Directed IRAs is amazing. I have recommended her to some of my best clients.

Bradley Barth, Attorney-at-LawBarthCalderon LLP

Kaaren has expressed a unprecedented understanding of self-directed retirement planning and the laws and regulations pertaining to how to self-direct retirement accounts successfully. She has been a valuable teacher as well as resource to myself as well as the clients I have recommended to her. I would recommend her to anyone interested in taking control of their financial future and self directing their retirement accounts, setting up self-directed Health Savings Accounts and other retirement vehicles. Amazing individual and ethically sound!

Mathew Owens, CPAOCG Properties, LLC