T H.
8/30/2025
This company is very open to sharing their knowledge and expertise regarding solo 401ks even if you do not use their services! Their product does not quite meet my needs but well-earned 5 stars!
My Solo 401k Financial
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701 Palomar Airport Rd Ste 300
Carlsbad, CA 92011
My Solo 401k Financial, located in Carlsbad, CA, specializes in providing self-directed Solo 401k accounts tailored for owner-only businesses. They empower clients to maximize retirement savings through flexible investment options, including real estate, precious metals, and alternative assets.
The company is dedicated to helping entrepreneurs access valuable capital through 401k business financing while also offering support and resources for managing retirement plans. With a focus on personalized service and extensive knowledge, My Solo 401k Financial aims to assist clients in taking control of their retirement funds effectively.
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Reviews
4.510 reviewsBryan B.
1/21/2024
I set up a solo 401(k) with MySolo401k three years ago. In my experience thus far, Mr. Nolan and his team have done a fine job getting my solo 401(k) established, furnishing the necessary...
Myk B.
10/6/2021
They know their stuff, but seem to be looking to make a quick buck off the original fee and don't really care about their customers long term. Mark Nolan set up a Roth Solo 401k for me and did a...
Kirk M.
3/29/2023
I did my homework and cross referenced my needs against the few Solo 401k providers and alternative options. Mr. Nolan and his team were so helpful, the website was informative and their years of...
Kristin D.
2/2/2023
I don't understand all of the good reviews related to customer service. I have sent 3 emails in effort to follow up with the gentleman I had my original phone call with asking how to proceed to...
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