Self Directed IRA Custodian in NYC

[Remi Oguntoye]

Hi BP,

I would like to convert an existing 401k from a previous employer to a self-directed IRA. Does anyone have a recommendation for a custodian uptown?-- I would love to use a referral rather than going in based on a simple google search.

[Daniel Hyman]

Reach out to @Bernard Reisz