Meet With A Specialist
To schedule a new account phone appointment with one of our experienced Senior SDIRA Managers regarding a self-directed IRA or Solo 401(k) please choose from the calendars listed below and select a day and time that works best for you.
*Existing Clients call between 8 am to 5 pm Monday to Friday, Arizona MST at (602) 899-9396
Self-Directed IRA or Crypto IRA Specialists
Available 8 am to 5 pm MST Monday to Friday
With Jessica Scott for a 30-minute Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.
With Jay Briggs for a 30-minute Quick Start Call to set up a new Crypto IRA, Self-Directed IRA, or Brokerage account add-on.
With Gordon Archer for a 30-minute Quick Start Call to set up a new Self-Directed IRA or Crypto IRA.
Solo 401(k) or Self-Directed IRA Specialist
Available 8 am to 5 pm MST Monday to Friday
With Solana Raybon for a 30-minute Quick Start Call to set up a new Solo 401(k) or Self-Directed IRA.
With Jeff Minnick for a 30-minute Quick Start Call to discuss a new Self-Directed IRA, Solo 401(k), Crypto IRA, or Strategic Relationship
