Tampa Bay
Advanta IRA
10.76
10.76
Overview
A self-directed IRA lets you invest in real estate, private lending, gold, private equity, and more. Contact Advanta IRA to learn more.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Onsite services
Gender-neutral restroom
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Innovativeness
Pricing
Overall
Quality
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Advanta IRA is a well-established financial service provider, offering a range of services including accountants, investment services, and more. The company has a strong reputation, with clients praising its customer service and expertise in self-directed IRA investing. The staff is highly responsive, knowledgeable, and professional, making it a pleasure to work with. One of the notable strengths of Advanta IRA is its ability to navigate complex real estate transactions and provide sound guidance to clients.
However, some clients have reported issues with communication and response times, which may be due to the company's growth and increasing workload. Additionally, the company's pricing may not be competitive with some of its competitors.
Despite these minor issues, Advanta IRA is a solid choice for those seeking expert guidance and personalized service in the realm of self-directed IRA investing. The company's commitment to customer satisfaction and ongoing education through webinars and resources makes it an attractive option for individuals looking to secure their financial futures.
One notable issue with Advanta IRA is the delay in response times and difficulty in getting a hold of account managers, as reported by a few clients. This issue needs to be addressed to ensure that clients receive the prompt and efficient service they deserve.
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Categories
Financial Service
Accountants
Investment service
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