Ted was great to work with. Made it very easy.

Marshall Morgan

Very professional, helped each step of the way with set up, a pleasure to work with, highly recommend!

J Burs

Ted and his team were 1st rate. I am a financial professional and expect to do things myself, but setting up a IRA investment account took a level of know how and experience that is uncommon. Well worth it to use them.

Jeff Kahler

Tedd is synonymous with competency. I personally feel that if there were more people that conducted business like Tedd so much more could get done in the world. … Read more

Angela Fliehman, Mar 2021

I wanted to give a shout out to Ted. I really appreciate all your hand holding with this endeavor. … Read more

Dan Frederick, May 2021

Teddy Ericson is extremely humble yet professional and responsive to all questions you might have. … Read more

Haileselassie Kidane, Apr 2021

Ted guided us through a very complicated process and went far above the support we expected. … Read more

Shawn Fliehman

I needed to open an account in a small time window. Ted helped me with good advice and gave me a realistic timeline. … Read more

Myles Alpert, Apr 2021

Setting up an LLC is not an easy task for us older folks (75). The patience Ted (IRA Trust) showed throughout my experience is nothing short of extraordinary.

James Hickey, Apr 2021

Talked to several potential IRA advisors regarding real estate investment procedures using IRA account.… Read more

John Aumiller, Apr 2021