Looking for a self directed IRA custodian in NC

13 Replies

I'm looking to convert my traditional IRA into a self directed IRA so I can use the money to invest in rental or commercial properties. Does anyone have a contact? I'm located in Lake Norman (north Charlotte) NC, if that even matters?

@Scott Patterson thanks!

@Mark DiPietro please let me know how I can help! The platform won't let me post a phone number or email but please look up my profile, I would love to be a resource. My office is down in Ballantyne, doesn't get more local, thanks!

@Mark DiPietro

There are several of us who are frequent contributors to the forum. I suggest you do little bit of searching/reading and select two-three providers to contact and discuss your situation. From there you can decide who you wish to engage with to accomplish your goals. Please note that this is a niche that only select few understand so the experience, knowledge and quality of service go above the location.