SDIRA Professionals Network

Self-directed IRA experienced professionals and services.

IRAR Trust works with many professionals and companies that provide services to our clients. Here are some professionals that our clients may have used that could serve as a resource for you. If you decide to engage in their services, they will work with you independently from IRAR services and IRAR fees. IRAR does not represent, endorse, or recommend any service, company, or individual. This information is provided only as a resource.

SDIRA Professionals Network

Non-Recourse Lenders
Servicing
Contact

efirstbank-logo

First Bank
www.efirstbank.com

FirstBank is a Colorado-based bank, first opening its doors in 1963. Headquarted in Lakewood, FirstBank's unique loan program offers non-recourse loans to purchase or refinance real estate within your self-directed retirement plan.

California Only

Natalie Russo
natalie.russo@efirstbank.com
760-836-3529

 

Colorado Only

Mark Burcham
mark.burcham@efirstbank.com
303-793-2850

 

Arizona Only

Slava Ibragimov
slava.ibragimov@efirstbank.com
602-333-7740

 

westernfederalsavings-logo

First Western Federal Savings Bank
www.myiralender.com

First Western Federal Savings Bank is an FDIC-insured nationwide lender that has specialized in non-recourse loans since 2008 for investors purchasing “buy and hold” rental real estate with their self-directed retirement plans. They lend on residential, commercial, apartments, and agricultural land that produce recurring rental income.

Nationwide
(except Nevada)

Roger St. Pierre
roger@myiralender.com

Jeff Fullerton
jeff@myiralender.com
800-908-8845

 

northamericansavingsbank-logo

North American Savings Bank
www.nasb.com

NASB is proud to be America’s IRA Non-Recourse Lender™, helping you use your self-directed IRA to purchase real estate as a tax-sheltered retirement investment. NASB is a nationwide lender serving all 50 states. NASB provides more than $3 billion in mortgages per year for home purchases, mortgage refinance, and self-directed IRA investment real estate.

Nationwide

Jason Zook
jzook@nasb.com
866-735-6272

 

thenorrisgroup-logo

The Norris Group
www.thenorrisgroup.com

The Norris Group actively invests in real estate, funds millions in hard money loans for investors every month in California and Florida, and produces award-winning education and resources to help real estate professionals succeed in an ever-changing real estate market.

California

Aaron Norris
aaron@thenorrisgroup.com
951-780-5856

 

CA, TX, WA, TN, CO, VA, WV, FL, GA, OH, MI, MO, SC, IN, IL

Narmina Gasanbek
narmina@optimuscapitalcorp.com
Office: 916-414-8861
Cell: 916-477-9863

assetpeaklending-logo

Asset Peak Lending
www.peakassetlending.com

Peak is the premier non-bank, asset-based lender for real estate investments, specializing in non-recourse loans to SDIRA for purchase, refinance, rehab to perm, flip, and new construction.

AL, AR, CO, FL, GA, IL, IN, KS, KY, LA, MI, MS, MO, MT, NE, NM, NC, OH, OK, SC, TN, TX, WA, WI, WY

Shane Sauer
shane@peakassetlending.com
913-956-7325

 
Real Estate Agents
Servicing
Contact

Joanne Rodriguez, REALTOR®

Gerry Burchard, REALTOR®
Sales Agent, Gerry Burchard & Associates

San Diego, CA

 

Jason Cochran, REALTOR®

Los Angeles, CA
 

(323) 243-6998
cochranestates@gmail.com 

Jason Nenadov, Broker Owner
www.buyorsellinfresno.com

Fresno, CA

 

Financial Professionals
Servicing
Contact

Mark Sprague, Founder and President, CSFP
www.spraguefinancial.com

Chartered Senior Financial Planner

Mark Kohler

Attorney

1-888-801-0010
mark@markjkohler.com

 

John Hyre

Attorney

614-207-2441
301 Calle del Recinto S, Ste. 703-04 Cond.
Gallardo, San Juan PR 00901

J. Winston Krause

Attorney

Sasha L. Collins

Myers, Widders, Gibson, Jones and Feingold, LLP

Attorney

805-644-7188
Email: www.mwgjlaw.com
5425 Everglades Street
Ventura, CA 93003

 

Dave Munsch, CPA

Meletis & Munsch, LLP

CPA

858-299-5900 ext. 1002
12636 High Bluff Dr. Ste 350
San Diego, CA 92130

 

Filipovitch and Co.,

CPA

760-602-8200
5800 Armada Drive, Suite 290
Carlsbad, CA, 92008-4611
info@flipcpa.com

Carl Mankowski

Toone & Associates, LLP
www.toonetax.com

CPA

MD, VA

taxinfo@toonetax.com
240.720.6000 
8 Granite Pl., Suite 34
Gaithersburg, MD 20878

OR

1934 Old Gallows Rd, Suite 350
Vienna, VA 22182

Insurance Companies
Servicing
Contact

Leatherstocking Cooperative Insurance

Insurance

New York Area

 

607-547-2007

State Farm

Insurance

Murrieta, California

John Cho
760-758-4115

 

American National

Insurance

California

John Pollard
858-756-3440

 

Asian Business Care Insurance Services Inc.

Insurance

California

 

650-357-9077

Shelter Insurance

Insurance

Kokomo, Indiana

Darry Piper LLC
765-457-4580

 

SouthEast Insurance Agency Inc.

Insurance

Florida

Brian Dean Nelson
386-258-9998

 

Greg Thomas Insurance Agency

Insurance

Florida

239-205-3119

 

Security First Insurance

Insurance

Florida

877-333-9992

 

State Farm Fire and Casualty

Insurance

Missouri

Jeremy Bennett
816-795-6520

 

Farmers Insurance

Insurance

Virginia

Kristen Arlana Brady
540 -727-8144

 

Brian Brecklin Insurance Agency

Insurance

Wisconsin

414-545-5050