Self Directed IRA Testimonials
“On a scale of 1 to 10, STC is a 10!”
After losing faith in the stock market and letting my money sit idly by for a few years, I made the decision in 2003 to move my Roth IRA to a company that offered the option of self-directed IRAs for the purpose of investing in Real Estate. I managed to successfully purchase a handful of investment properties but became more and more frustrated with their staff as time went by because their customer service was so poor that it caused unnecessary delays and made it nearly impossible to purchase Real Estate.
In 2009, my Real Estate attorney recommended that I contact STC because he had heard a lot of positive comments about them.
I moved my entire IRA to STC in March of 2010. Since then, I have purchased numerous investment properties and could not be happier with the service I have received from their pleasant, knowledgeable and attentive staff. They answer calls and emails within minutes, not days or even weeks, like the previous company. STC has made it extremely easy for me to conduct my business and purchase/manage my Real Estate investment properties.
I give STC my highest recommendation for those who choose to invest in Real Estate for their retirement. On a scale of 1 to 10, STC is a 10!
“My experience with the entire staff has been GREAT.”
I have been a client of STC for about 2.5 years. My experience with the entire staff has been GREAT. I’ve called several times and I’ve always received great customer service. The level of experience the team has creates a level of comfort. When there is a window of opportunity and I’ve had questions, I have been able to depend on them to provide the professional advice which makes it easier to make an informed decision. On several occasions I’ve spoken to Mick and Sue who are knowledgeable and are hands on with their clients…and then there is Holly who has the administration part all together. They are great at explaining what you can and cannot do. I’m so thankful that I have them on my team. As a Real Estate Agent and Investor I cannot think of a better vehicle to use to build your retirement account. I’m so thankful that I listened to Satchie Carvounis and Janet Lucas when they sat down with me and explained the services that were available. I’m also thankful that I listened!!
If you are on the fence and trying to decide where to place your future wealth, of course do your due diligence, but don’t make a decision until you have spoken to the STC Team. I’m totally satisfied!
Now we all should go and build our wealth for our Retirement Years.
“STC is like working with a “boutique” self-directed IRA company vs. a “big box” company…”
Before we found STC we were doing business with a wealth management group of a major regional bank where we were self-directing our IRAs. Our experience with STC is like dealing with a “boutique” self-directed IRA company versus a “big box” company whose main interest is volume (customer base and fees). We have worked closely with STC staff including Mick Hersh, Sue Snyder, and Holly Blubaugh. All are dedicated professionals providing thorough, conscientious, and detailed customer service to their client base. We would recommend STC to anyone (family and / or friends) who are seeking a company where they can self-direct their IRAs.
Terry and Linda Mallett
“I highly recommend STC…”
I have had an account with STC for the past 3 years and they have a fabulous staff that answers your questions in detail and promptly. They have an abundance of knowledge with self directed IRAs as far as the do’s and don’ts of what can be done with your IRA. As a CPA and financial advisor for my own firm, I highly recommend STC to anyone who is looking to open a self-directed retirement plan.
“…their customer service is superb…”
After years of maximizing my contributions to retirement savings and achieving poor to negative returns on “traditional retirement investments”, I have been most pleased to have moved my retirement $ to STC which has enabled me to invest in lucrative real estate investments. Since moving my funds and investing through STC, my invest performance has markedly improved and my retirement $ are invested in assets which I know and understand. The administrative functions performed by the staff of STC are executed flawlessly, their customer service is superb and they have a good knowledge of their field.
“STC has done a very good job in managing my IRA.”
STC has done a very good job in managing my IRA. They took over when the previous managers went out of business. The transition went very smoothly. My IRA is invested in Iowa farmland. Sue Snyder and Holly Blubaugh have been very helpful and pleasant to work with.
“…a pleasure to work with!”
I purchased a property with my IRA funds and STC is helping me with the ongoing management of the investment. I would highly recommend their services! I have been extremely pleased with the customer service and support provided by STC. They are knowledgeable, responsive and a pleasure to work with!
“I feel comfortable knowing I am getting expert advice…”
I have been a client of STC for almost a year and have been extremely pleased with how they have managed my account. My primary contact has been with Sue, who handles most requests for funds, and she is great. I haven’t had to be concerned with not having the checkbook for my account because any request I have made for funds has been handled very promptly and competently. In addition, Sue is a great resource related to questions about how to handle things with my IRA in order to avoid potential problems in the future. If I have had a unique question, she solicits input from leaders at STC who have additional knowledge and experience in that particular area. I feel comfortable knowing I am getting expert advice, and this is important when making decisions related to the use of a self-directed IRA.
“Their support has been nothing short of outstanding.”
I joined STC in October of 2009 intending to begin investing in real estate. My partner, who has some experience in the business, agreed to partner with me and to mentor me so that one day I would be able to do this on my own. When I funded my account with STC I knew I needed the support of an organization that could assist me with legal and accounting issues. I rely very heavily upon the Client Services department to process payments to contractors, governmental agencies, utilities, insurance providers, and others. Their support has been nothing short of outstanding. In addition, Sue Snyder, the Client Services Manager, along with the support of the STC legal staff was instrumental in the development of a document outlining the roles and responsibilities of myself and my partner associated with our business. We have bought, rehabbed, and sold one home, are currently rehabbing our second property and are bidding on three more properties. We have hopes of moving into the commercial side of the real estate business soon.
“Pleasant, professional, accurate and timely!”
After completing a rollover to another self directed IRA custodian, and having the worst experience I have ever had with a financial institution, STC was a very welcome change. Pleasant, professional, accurate and timely! I have talked to everyone except for the President and can’t stop singing all of their praises. From start to finish my rollover from my prior custodian was completed in less than 2 weeks! And within that time, I had online access to my account.
I probably sound like I am getting paid for this, but I could not be more honest and sincere in my praise. I look forward to many years of service with STC.