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.
First Bank
www.efirstbank.com
FirstBank is a Colorado-based bank, first opening its doors in 1963. Headquarted in Lakewood, FirstBank's unique loan program offers non-recourse loans to purchase or refinance real estate within your self-directed retirement plan.
AA, CA, CO
banking@efirstbank.com
1-800-964-3444
303-237-5000
First Western Federal Savings Bank
www.myiralender.com
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.
Nationwide
(except Nevada)
roger@myiralender.com
800-908-8845
North American Savings Bank
www.nasb.com
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.
Nationwide
servicing@NASB.com
855-211-3340
The Norris Group
www.thenorrisgroup.com
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.
CA
info@thenorrisgroup.com
951-780-5856
Optimus Capital
www.optimuscapitalcorp.com
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.
CA, TX, WA, TN, CO, VA, WV, FL, GA, OH, MI, MO, SC, IN, IL
info@optimuscapitalcorp.com
916-414-8878
Peak Asset Lending
www.peakassetlending.com
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.
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
loanservicing@peakkc.com
913-956-7325
Joanne Rodriguez, REALTOR®
San Diego, CA
San Diego, CA
Cabo San Lucas, Mexico
619-206-2811
gerryburchard@gmail.com
Jason Cochran, REALTOR®
Los Angeles, CA
323-243-6998
cochranestates@gmail.com
Jason Nenadov, Broker Owner
Fresno, CA
559-246-8991
jasonnenadov@gmail.com
Yumiko Ishibashi
Realtor Yumiko
San Diego, California
858-247-18185
realtoryumiko@gmail.com
Don McGrath, REALTOR®- Real Estate Broker
www.lovejoyhomes.com
Texas
972-897-1017
Don@lovejoyhomes.com
Novare
National Title Services
www.NovareNSS.com
National (all states)
Susan Pettem, Senior VP
Susan.Pettem@NovareNSS.com
657-859-2802
Seven Gables Real Estate
www.sevengables.com
Orange County, Riverside County
Quin Barron (DRE# 02173830)
714-788-3159
quinb@sevengables.com
Evan Martinez (Dre#02112751)
949 235-7901
evan@sevengables.com
Vesta Realty Group
www.vestaga.com
Fulton, Henry, Clayton, Dekalb, Rockdale, Butts, and Spalding counties
Shawn Black, REALTOR®
shawn@vestaga.com
678-812-3456, ext 1007
Tammy Howard, Property Management
tammy@vestaga.com
678-812-3456, ext 1003
Mark Sprague, Founder and President, CSFP
www.spraguefinancial.com
Chartered Senior Financial Planner
805-473-9699
msprague@spraguefinancial.com
John Hyre
Attorney
614-207-2441
301 Calle del Recinto S, Ste. 703-04 Cond.
Gallardo, San Juan PR 00901
J. Winston Krause
Attorney
512-477-6707
winston@krause-assoc.com
Sasha L. Collins
Myers, Widders, Gibson, Jones and Feingold, LLP
Attorney
805-644-7188
Email: www.mwgjlaw.com
5425 Everglades Street
Ventura, CA 93003
Dave Munsch, CPA
Meletis & Munsch, LLP
CPA
858-299-5900 ext. 1002
12636 High Bluff Dr. Ste 350
San Diego, CA 92130
Filipovitch and Co.,
CPA
760-602-8200
info@flipcpa.com
5800 Armada Drive, Suite 290
Carlsbad, CA, 92008-4611
MD, VA
240-720-6000
taxinfo@toonetax.com
8 Granite Pl., Suite 34
Gaithersburg, MD 20878
OR
1934 Old Gallows Rd, Suite 350
Vienna, VA 22182
360-876-4491
https://southardbeckham.com
691 Bethel Ave
Port Orchard, WA 98366
Leatherstocking Cooperative Insurance
Insurance
New York Area
607-547-2007
State Farm
Insurance
Murrieta, California
John Cho
760-758-4115
American National
Insurance
California
John Pollard
858-756-3440
Asian Business Care Insurance Services Inc.
Insurance
California
650-357-9077
Shelter Insurance
Insurance
Kokomo, Indiana
Darry Piper LLC
765-457-4580
SouthEast Insurance Agency Inc.
Insurance
Florida
Brian Dean Nelson
386-258-9998
Greg Thomas Insurance Agency
Insurance
Florida
239-205-3119
Security First Insurance
Insurance
Florida
877-333-9992
State Farm Fire and Casualty
Insurance
Missouri
Jeremy Bennett
816-795-6520
Farmers Insurance
Insurance
Virginia
Kristen Arlana Brady
540 -727-8144
Brian Brecklin Insurance Agency
Insurance
Wisconsin
414-545-5050
Goosehead Insurance
La Quinta, CA
Jose Beltran
jose.beltran@goosehead.com
760-607-6223
Phone: 888-322-6534 (toll-free)
Phone: 858-459-1212
Fax: 858-459-6565
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IRAR Trust Company and IRA Resources, Inc. (IRAR) does not affiliate itself or make any recommendations to any person or entity associated with investments of any type (including financial representatives, investment promoters or companies, or employees, agents, or representatives associated with these firms). IRAR is not responsible for and is not bound by any statements, representations, warranties, or agreements made by any such person or entity and does not provide any recommendation on the quality, profitability, or reputability of any investment, individual, or company. The resources listed are not a complete list of options you may choose from and are provided for informational purposes only. Investors should perform their own due diligence and consult their own investment, tax, and legal advisors before making any investment decisions.