SDIRA Professionals Network

Self-directed IRA experienced professionals and services.

Self-Directed IRA (SDIRA) Professionals Network & Services

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.

SDIRA Professionals Network

Non-Recourse Lenders
Servicing
Contact

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

 

 

 

 

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

 

Real Estate Agents & Companies

Real Estate Companies
Servicing
Contact

Joanne Rodriguez, REALTOR®

Gerry Burchard, REALTOR®  
Sales Agent, Gerry Burchard & Associates

San Diego, CA
Cabo San Lucas, Mexico

 

Jason Cochran, REALTOR®

Los Angeles, CA
 

Jason Nenadov, Broker Owner

Fresno, CA

 

Yumiko Ishibashi
Realtor Yumiko 

San Diego, California

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

Finance, Attorneys, Taxes

Financial Professionals
Servicing
Contact

Mark Sprague, Founder and President, CSFP
www.spraguefinancial.com

Chartered Senior Financial Planner

John Hyre

Attorney

614-207-2441
301 Calle del Recinto S, Ste. 703-04 Cond.
Gallardo, San Juan PR 00901

J. Winston Krause

Attorney

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

Carl Mankowski

Toone & Associates, LLP
www.toonetax.com

CPA

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

Kim Atwater

Southard, Beckham, Atwater, & Berry, CPA PS
https://southardbeckham.com

CPA

360-876-4491
https://southardbeckham.com
691 Bethel Ave
Port Orchard, WA 98366

 

Insurance

Insurance Companies
Servicing
Contact

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