SDIRA Professionals Network

Self-directed IRA experienced professionals and services.

Self-Directed IRA (SDIRA) Professionals Network & Services

SDIRA Professionals Network

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.
Non-Recourse Lenders

First Bank

Service Area AA, CA, CO
Contact

www.efirstbank.com
banking@efirstbank.com
1-800-964-3444
303-237-5000

About

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

Non-Recourse Lenders

First Western Federal Savings Bank

Service Area Nationwide (except Nevada)
About
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. 
Non-Recourse Lenders

North American Savings Bank

Service Area Nationwide
Contact
About
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. 
Non-Recourse Lenders

The Norris Group

Service Area CA
About
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. 
Non-Recourse Lenders

Optimus Capital

Service Area CA, TX, WA, TN, CO, VA, WV, FL, GA, OH, MI, MO, SC, IN, IL
About
Optimus Capital is located in the Sacramento area in California specializing in niche lending solutions for all types of residential and commercial projects throughout the country. Optimus Capital offers fast and creative financing solutions for real estate investors, through private-money loans. 
Non-Recourse Lenders

Peak Asset Lending

Service Area 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
About
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. 
Real Estate Companies

Gerry Burchard

Sales Agent, REALTOR®

Gerry Burchard & Associates

Service Area San Diego, CA
Cabo San Lucas, Mexico
Contact
About

 

 
Real Estate Companies

Jason Cochran

REALTOR®

Service Area Los Angeles, CA
Contact
Real Estate Companies

Yumiko Ishibashi

Service Area San Diego, California
Contact
Real Estate Companies

Vesta Realty Group

Service Area Fulton, Henry, Clayton, Dekalb, Rockdale, Butts, and Spalding counties
Contact

Shawn Black, REALTOR®
shawn@vestaga.com
678-812-3456, ext 1007

Tammy Howard, Property Management
tammy@vestaga.com
678-812-3456, ext 1003

www.vestaga.com

Financial Professionals

John Hyre

Attorney

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

Sasha L. Collins

Attorney

Myers, Widders, Gibson, Jones and Feingold, LLP

Contact

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

Financial Professionals

Dave Munsch

CPA

Meletis & Munsch, LLP

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

Filipovitch and Co.,

CPA

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

Carl Mankowski

CPA

Toone & Associates, LLP

Service Area MD, VA
Contact

www.toonetax.com
240-720-6000
taxinfo@toonetax.com

8 Granite Pl., Suite 34
Gaithersburg, MD 20878

OR

1934 Old Gallows Rd, Suite 350
Vienna, VA 22182

Financial Professionals

Kim Atwater

CPA

Southard, Beckham, Atwater, & Berry, CPA PS

Contact

360-876-4491
www.southardbeckham.com
691 Bethel Ave
Port Orchard, WA 98366

Insurance Companies

Leatherstocking Cooperative Insurance

Service Area New York Area
Contact
607-547-2007
Insurance Companies

State Farm

Service Area Murrieta, California
Contact
John Cho
760-758-4115
Insurance Companies

American National

Service Area California
Contact
John Pollard
858-756-3440
Insurance Companies

Asian Business Care Insurance Services Inc.

Service Area California
Contact
650-357-9077
Insurance Companies

Shelter Insurance

Service Area Kokomo, Indiana
Contact
Darry Piper LLC
765-457-4580
Insurance Companies

SouthEast Insurance Agency Inc.

Service Area Florida
Contact
Brian Dean Nelson
386-258-9998
Insurance Companies

Greg Thomas Insurance Agency

Service Area Florida
Contact
239-205-3119
Insurance Companies

Security First Insurance

Service Area Florida
Contact
877-333-9992
Insurance Companies

State Farm Fire and Casualty

Service Area Missouri
Contact
Jeremy Bennett
816-795-6520
Insurance Companies

Farmers Insurance

Service Area Virginia
Contact
Kristen Arlana Brady
540 -727-8144
Insurance Companies

Brian Brecklin Insurance Agency

Service Area Wisconsin
Contact

414-545-5050