Advanta IRA
InvestingHours:
1455 Lincoln Pkwy E Suite 520, Atlanta GA 30346 Hours
About Advanta IRA
Advanta IRA is a self-directed retirement plan administrator that provides nationwide concierge-level service and educates investors on using alternative investments in a self-directed IRA to build retirement income. Clients have had a good experience with the knowledgeable and responsive sales representatives, who offer clear explanations and process applications efficiently. Advanta is praised for its impeccable customer service, attention to detail, and white-glove service, particularly in working with Corey, who is described as responsive, kind, and providing the type of service customers want.
Most Recent Reviews
May 2026
David has been very helpful many different times. He is a great resource to me. I enjoy working with him!
May 2026
I had a chance to speak with David Haywood today. Though he wasn't assigned to me as my account rep, he took the time to answer all my questions. He was patient, professional and very polite. He was a difference maker in the way the rest of my day turned out. Advanta is very lucky to have David representing them.
May 2026
I have several clients placed with Advanta and can say they are all pleased with their service. All of their reps are awesome! Sarah Hood is on that goes above and beyond for the client!
More Comments(23)
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