My Solo 401k Financial LLC

General Information
Company Name
My Solo 401k Financial LLC
Founded Year
2009
Location (Offices)
Carlsbad, United States +1
Founders / Decision Makers
Number of Employees
7
Industries
Financial Services
Funding Stage
-
Social Media

My Solo 401k Financial LLC - Company Profile

My Solo 401k Financial LLC is a Financial Services startup founded in 2009 and based in the United States. The company offers retirement solutions that empower clients to take control of their retirement funds, enabling them to use their money to finance businesses, invest in real estate, private companies, private notes, and process loans from their 401k. With a strong emphasis on client independence, the company does not hold funds or provide investment advice, allowing them to focus on delivering IRS-approved retirement plans, expert plan support, and responsive customer service.

The leadership team, including an expert Attorney from Harvard Law and a seasoned Compliance Officer with over 30 years' experience, positions the company to offer tailored support for clients' self-directed retirement account needs. As of now, there is no public information available regarding their latest investment or the investors involved.

Funding Rounds & Investors of My Solo 401k Financial LLC (0)

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There is no investment information

Latest News of My Solo 401k Financial LLC

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No recent news or press coverage available for My Solo 401k Financial LLC.

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