Katy J
Directed Equity helped me from beginning to end with my countless questions regarding my 401(k) and starting a new business. Thanks to the Directed Equity team, my business is up and running. Great service and reliable advice.
Anonymous Client
Directed Equity has an amazing process from beginning to end. The people are so knowledgeable and helpful. I would wholeheartedly recommend them for working on 401(k) rollovers.
Anonymous Client
The process was seamless, the staff was helpful, and in-person briefing was very informational. This company takes pride in what they do and they are in this business to help small business owners, like myself. As a veteran, this was greatly appreciated.
Yvette I.
Directed Equity handled my case with professionalism and attention. I would recommend any individual considering using their 401(k) to capitalize their business to engage them.
Giuseppe P.
Directed Equity made this process very easy to understand and follow. Without your help I would not have been able to achieve what I set out to do. From the ROBS roll over to the setting up the corporation, I would not have been able to manage without your support. I also appreciate the ongoing support and availability to answer questions in the future. Thank you so much for all you have done and will continue to do!
Scott A.
Directed Equity helped me get into a business with capital that I thought would not be usable for 25 years. Happy that I found this very professional group.
James P.
Great experience with Directed Equity moving from a newly retired individual with a 401(k) who wanted to take control of his destiny and not rely on the government or financial industry telling him what to do and how to do it.
Monty W.
Directed Equity has succeeded in condensing the 401(k) conversion process into a very efficient, precise business process, making it easy for the new company owner to structure a new corporation aligned to IRS and Federal standards/compliance.
Denise D.
Directed Equity gave me a thoughtful education on financing options for my new franchise. They took the time to get to know me first and then tailored their discussion to my situation. They gladly answered my follow up questions and helped me get everything set up quickly and easily.
Gary A.
Directed Equity was as professional, knowledgeable, and on point as any company that I have ever worked with throughout my business career. Directed Equity truly personifies Trusted Advisor!