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Find a Location

My Solo 401k Financial LLC has 1 locations, listed below.

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    Business ProfileforMy Solo 401k Financial LLC

    Retirement Planning Services
    BBB accredited business

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 119 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 8/25/2011

    Years in Business: 15

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    This business offers self-directed retirement plans ( Solo 401k, ROBS 401k and IRA LLC). 

    Products & Services

    401k and IRA LLC., Solo 401k, ROBS 401k and IRA LLC

    Business Details

    Location of This Business
    701 Palomar Airport Rd Ste 300, Carlsbad, CA 92011-1028
    BBB File Opened:
    4/17/2014
    Years in Business:
    15
    Business Started:
    3/11/2009
    Business Incorporated:
    6/20/2014
    Accredited Since:
    8/25/2011
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Business Name
    • MySolo401k.net
    Business Management
    • Mr. Mark Nolan, Principal
    Contact Information

    Principal

    • Mr. Mark Nolan, Principal

    Customer Contact

    • Mr. Mark Nolan, Principal
    Additional Contact Information

    Fax Numbers

    • (925) 262-2070
      Primary Fax

    Email Addresses

    Website Addresses

    Customer Complaints

    0 Customer Complaints

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    Customer Reviews

    119 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Dwayne P

    5 stars

    11/14/2024

    Hey! (Smile) Let me tell you about this company My Solo 401K Financial LLC. Firstly, I'm a black guy who was very suspicious about doing business with an online company, much less someone whom I'd never met and to trust with my 401K. However, I'd heard about it and did my research on the **** and how you can use money tax-free, from your 401k to create or purchase a business. I also did my research on other companies offering their expertise to **** your 401K. Others were slightly more expensive and reviews weren't so great. They say you get what you pay for. With that said, I jumped in with this company, and needless to say, the company's 5-star reviews will Stand the test of time, and will continue on with this 5-star review as an awesome company to trust with your 401K. They take you by the hand and walk you through the entire **** process. Easy breezy! Not to mention the cheapest cost relative to other companies offering similar expertise. With this company you don't get what you pay for, you get MORE!!! **************** was excellent. They always kept me in the loop. If there was a question that needed to be answered, they answered it. Just an overall good company to work with when it comes to your 401K. The process was smooth and fast. ******* Assal, and ***** thank you for your great service and communications. I recommend this company to anyone looking for a great 401K service.

    Local BBB

    BBB Serving the Pacific Southwest, Central & Inland California

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