Skip to content
Tax, SDIRAs & Cost Segregation
Account Closed
  • Real Estate Agent
  • Wesley Chapel, FL
38
Votes |
153
Posts

Need Some Bank Suggestions

Account Closed
  • Real Estate Agent
  • Wesley Chapel, FL
Posted Oct 21 2016, 10:22

Thanks to @Dmitriy Fomichenko and Sense Financial, I have established my solo 401k retirement account. I now am looking for a local Bank establishment that will allow me to open a Company Retirement Account. I was provided a list of financial institutions from Sense Financial, but they are all out of state. Does anyone have any recommendations of banks they have used to create CRA's so that I not only have both check writing availability, but also able to wire funds if necessary? Not all banks allow that according to documentation I have been provided.  It bank can be in Wesley Chapel, Tampa, Land O' Lakes, or Lutz, Florida. Any help will be greatly appreciated. Private message me if you have a personal recommendation that you are not willing to share publicly. Also, if you are interested in my experience with Sense Financial's support and process, I will be willing to share that privately as well. Good luck and happy investing!

Loading replies...